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 | $39,542 | $105,864-62.6% | $90,162-56.1% | $147,585-73.2% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 21.23% | 37.63%-16.4pp | 34.88%-13.7pp | 578.57%-557.3pp |
| Employer contribution / active EE | $3,589 | $4,126-13.0% | $3,318+8.2% | $4,876-26.4% |
| Participant deferral / active EE | $7,608 | $5,733+32.7% | $5,287+43.9% | $5,439+39.9% |
| Admin fee / account holder | $1,251 | $8,046-84.5% | $5,943-79.0% | $10,885-88.5% |