Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,231 | $154,209-62.2% | $130,062-55.2% | $139,487-58.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.1pp | 80.3%-34.9pp |
| Annual return | 27.76% | 32.52%-4.8pp | -137.37%+165.1pp | 373.84%-346.1pp |
| Employer contribution / active EE | $2,319 | $5,292-56.2% | $4,322-46.3% | $4,755-51.2% |
| Participant deferral / active EE | $5,624 | $6,709-16.2% | $5,821-3.4% | $6,713-16.2% |
| Admin fee / account holder | $1,334 | $13,988-90.5% | $10,601-87.4% | $11,407-88.3% |