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 | $37,885 | $58,275-35.0% | $81,844-53.7% | $80,935-53.2% |
| Participation rate | 37.0% | 63.5%-26.4pp | 72.4%-35.3pp | 67.7%-30.6pp |
| Annual return | 12.40% | 41.82%-29.4pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,512 | $2,346+7.1% | $2,916-13.9% | $2,757-8.9% |
| Participant deferral / active EE | $3,738 | $3,285+13.8% | $4,323-13.5% | $4,299-13.1% |
| Admin fee / account holder | $1,651 | $4,749-65.2% | $7,355-77.5% | $6,924-76.2% |