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 | $41,053 | $65,566-37.4% | $86,235-52.4% | $75,177-45.4% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.3pp | 67.2%-29.5pp |
| Annual return | 14.52% | 46.07%-31.6pp | 1170.03%-1155.5pp | 160.75%-146.2pp |
| Employer contribution / active EE | $1,191 | $1,553-23.3% | $2,381-50.0% | $2,671-55.4% |
| Participant deferral / active EE | $1,932 | $3,023-36.1% | $3,987-51.5% | $4,126-53.2% |
| Admin fee / account holder | $4,789 | $5,470-12.4% | $6,856-30.1% | $5,651-15.3% |