Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,312 | $80,812-48.9% | $160,784-74.3% | $82,448-49.9% |
| Participation rate | 61.8% | 66.2%-4.5pp | 77.0%-15.2pp | 68.1%-6.3pp |
| Annual return | 21.34% | 100.59%-79.2pp | 1803.92%-1782.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,143 | $2,174-1.4% | $3,733-42.6% | $2,551-16.0% |
| Participant deferral / active EE | $3,784 | $4,335-12.7% | $6,293-39.9% | $4,139-8.6% |
| Admin fee / account holder | $1,856 | $7,695-75.9% | $9,717-80.9% | $7,234-74.3% |