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 | $52,566 | $108,911-51.7% | $100,392-47.6% | $145,884-64.0% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 14.47% | 58.23%-43.8pp | 49.45%-35.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,758 | $4,420-60.2% | $3,941-55.4% | $4,662-62.3% |
| Participant deferral / active EE | $3,973 | $8,459-53.0% | $8,090-50.9% | $6,690-40.6% |
| Admin fee / account holder | $603 | $9,698-93.8% | $7,904-92.4% | $13,392-95.5% |