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 | $49,027 | $157,296-68.8% | $141,191-65.3% | $152,897-67.9% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 21.43% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,131 | $5,262-78.5% | $4,736-76.1% | $4,764-76.3% |
| Participant deferral / active EE | $3,678 | $7,111-48.3% | $6,710-45.2% | $5,851-37.1% |
| Admin fee / account holder | $685 | $12,125-94.3% | $10,264-93.3% | $11,599-94.1% |