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 | $38,546 | $90,614-57.5% | $76,089-49.3% | $145,877-73.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 15.15% | 623.80%-608.7pp | 360.94%-345.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,517 | $3,324-54.4% | $2,690-43.6% | $4,663-67.5% |
| Participant deferral / active EE | $1,834 | $5,168-64.5% | $4,259-56.9% | $6,691-72.6% |
| Admin fee / account holder | $6,460 | $8,376-22.9% | $6,418+0.7% | $13,402-51.8% |