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 | $46,516 | $89,367-47.9% | $141,191-67.1% | $72,975-36.3% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.8pp | 69.5%-3.9pp |
| Annual return | 20.78% | 111.87%-91.1pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,714 | $5,419+5.4% | $6,710-14.8% | $3,608+58.4% |
| Admin fee / account holder | $6,437 | $5,957+8.1% | $10,264-37.3% | $5,124+25.6% |