Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,672 | $101,499-58.0% | $147,005-71.0% | $74,546-42.8% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.2%-12.6pp | 67.2%+2.4pp |
| Annual return | 14.56% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,007 | $3,811-47.3% | $4,934-59.3% | $2,624-23.5% |
| Participant deferral / active EE | $5,119 | $7,304-29.9% | $8,070-36.6% | $4,347+17.7% |
| Admin fee / account holder | $2,026 | $1,748+15.9% | $13,006-84.4% | $1,944+4.2% |