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 | $36,043 | $160,070-77.5% | $147,117-75.5% | $145,897-75.3% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 11.24% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,378 | $5,285-73.9% | $4,932-72.1% | $4,663-70.4% |
| Participant deferral / active EE | $3,128 | $8,419-62.8% | $8,065-61.2% | $6,689-53.2% |
| Admin fee / account holder | $358 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |