Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,518 | $118,695-72.6% | $98,916-67.1% | $158,950-79.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 8.43% | 372.39%-364.0pp | 196.45%-188.0pp | 302.91%-294.5pp |
| Employer contribution / active EE | $2,496 | $3,333-25.1% | $2,689-7.2% | $4,762-47.6% |
| Participant deferral / active EE | $9,816 | $5,088+92.9% | $4,245+131.3% | $5,983+64.1% |
| Admin fee / account holder | $7,235 | $10,132-28.6% | $6,642+8.9% | $11,248-35.7% |