Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,315 | $72,071-76.0% | $68,368-74.7% | $137,256-87.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 20.62% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,212 | $2,788+15.2% | $2,649+21.3% | $4,156-22.7% |
| Participant deferral / active EE | $4,212 | $4,410-4.5% | $4,123+2.2% | $6,407-34.3% |
| Admin fee / account holder | $7,741 | $5,336+45.1% | $5,150+50.3% | $12,270-36.9% |