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 | $34,155 | $106,008-67.8% | $92,240-63.0% | $147,586-76.9% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 15.29% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,616 | $4,333-62.7% | $3,680-56.1% | $4,876-66.9% |
| Participant deferral / active EE | $1,616 | $4,478-63.9% | $3,897-58.5% | $5,439-70.3% |
| Admin fee / account holder | $741 | $6,333-88.3% | $5,194-85.7% | $10,886-93.2% |