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 | $44,318 | $48,076-7.8% | $78,693-43.7% | $62,891-29.5% |
| Participation rate | 59.6% | 65.2%-5.6pp | 73.6%-14.0pp | 69.3%-9.7pp |
| Annual return | 168.75% | 31.35%+137.4pp | 62.18%+106.6pp | 20.14%+148.6pp |
| Employer contribution / active EE | $1,051 | $2,015-47.8% | $2,850-63.1% | $2,281-53.9% |
| Participant deferral / active EE | $2,124 | $2,588-17.9% | $3,517-39.6% | $3,203-33.7% |
| Admin fee / account holder | $2,073 | $3,207-35.4% | $4,511-54.0% | $4,296-51.7% |