Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,356 | $102,385-48.9% | $147,080-64.4% | $80,935-35.3% |
| Participation rate | 59.8% | 75.9%-16.1pp | 82.2%-22.4pp | 67.7%-7.9pp |
| Annual return | 20.20% | 135.09%-114.9pp | 420.17%-400.0pp | 35.66%-15.5pp |
| Employer contribution / active EE | $2,100 | $3,717-43.5% | $4,933-57.4% | $2,757-23.8% |
| Participant deferral / active EE | $5,916 | $6,651-11.0% | $8,066-26.7% | $4,299+37.6% |
| Admin fee / account holder | $617 | $7,951-92.2% | $12,989-95.2% | $6,924-91.1% |