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 | $48,989 | $133,981-63.4% | $112,249-56.4% | $134,532-63.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -6.96% | 47.16%-54.1pp | 27.48%-34.4pp | 418.27%-425.2pp |
| Employer contribution / active EE | $3,110 | $4,040-23.0% | $3,636-14.5% | $4,741-34.4% |
| Participant deferral / active EE | $7,071 | $5,292+33.6% | $4,729+49.5% | $6,401+10.5% |
| Admin fee / account holder | $1,790 | $7,492-76.1% | $6,412-72.1% | $11,429-84.3% |