Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,940 | $58,275-52.1% | $81,844-65.9% | $80,935-65.5% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.4%-29.5pp | 67.7%-24.8pp |
| Annual return | 15.66% | 41.82%-26.2pp | 778.87%-763.2pp | 35.66%-20.0pp |
| Employer contribution / active EE | $2,219 | $2,346-5.4% | $2,916-23.9% | $2,757-19.5% |
| Participant deferral / active EE | $3,932 | $3,285+19.7% | $4,323-9.1% | $4,299-8.6% |
| Admin fee / account holder | $5,014 | $4,749+5.6% | $7,355-31.8% | $6,924-27.6% |