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 | $41,718 | $73,518-43.3% | $63,003-33.8% | $147,585-71.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 10.94% | 175.46%-164.5pp | 87.59%-76.7pp | 578.57%-567.6pp |
| Employer contribution / active EE | $1,032 | $3,322-68.9% | $2,760-62.6% | $4,876-78.8% |
| Participant deferral / active EE | $11,325 | $4,183+170.7% | $3,329+240.2% | $5,439+108.2% |
| Admin fee / account holder | $472 | $5,952-92.1% | $3,600-86.9% | $10,885-95.7% |