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 | $109,371 | $157,296-30.5% | $141,191-22.5% | $152,897-28.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 17.73% | 64.34%-46.6pp | 71.41%-53.7pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,481 | $5,262-71.9% | $4,736-68.7% | $4,764-68.9% |
| Participant deferral / active EE | $3,031 | $7,111-57.4% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $516 | $12,125-95.7% | $10,264-95.0% | $11,599-95.6% |