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 | $37,401 | $105,200-64.4% | $159,474-76.5% | $85,847-56.4% |
| Participation rate | 32.6% | 75.8%-43.2pp | 82.8%-50.2pp | 69.3%-36.7pp |
| Annual return | 30.41% | 45.08%-14.7pp | 263.68%-233.3pp | 318.61%-288.2pp |
| Employer contribution / active EE | $930 | $3,319-72.0% | $4,831-80.7% | $2,565-63.7% |
| Participant deferral / active EE | $2,724 | $5,946-54.2% | $7,353-63.0% | $3,952-31.1% |
| Admin fee / account holder | $2,857 | $6,934-58.8% | $10,802-73.6% | $6,261-54.4% |