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 | $29,038 | $55,472-47.7% | $155,567-81.3% | $74,546-61.0% |
| Participation rate | 50.3% | 61.9%-11.6pp | 78.2%-27.9pp | 67.2%-17.0pp |
| Annual return | 12.03% | 268.72%-256.7pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $624 | $2,269-72.5% | $4,674-86.7% | $2,624-76.2% |
| Participant deferral / active EE | $1,632 | $2,838-42.5% | $5,628-71.0% | $4,347-62.5% |
| Admin fee / account holder | $2,691 | $1,743+54.4% | $15,916-83.1% | $1,944+38.5% |