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 | $22,661 | $107,363-78.9% | $92,909-75.6% | $152,897-85.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 18.23% | 145.63%-127.4pp | 109.44%-91.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $2,017 | $4,222-52.2% | $3,653-44.8% | $4,764-57.7% |
| Participant deferral / active EE | $3,195 | $4,848-34.1% | $4,238-24.6% | $5,851-45.4% |
| Admin fee / account holder | $406 | $7,082-94.3% | $5,795-93.0% | $11,599-96.5% |