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 | $42,169 | $100,073-57.9% | $85,126-50.5% | $145,877-71.1% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 18.19% | 84.11%-65.9pp | 66.63%-48.4pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,132 | $3,236-34.1% | $2,731-21.9% | $4,663-54.3% |
| Participant deferral / active EE | $5,002 | $5,294-5.5% | $4,523+10.6% | $6,691-25.2% |
| Admin fee / account holder | $7,085 | $7,261-2.4% | $6,160+15.0% | $13,402-47.1% |