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 | $38,566 | $51,638-25.3% | $68,368-43.6% | $82,448-53.2% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 16.18% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $581 | $2,047-71.6% | $2,649-78.1% | $2,551-77.2% |
| Participant deferral / active EE | $1,569 | $2,914-46.1% | $4,123-61.9% | $4,139-62.1% |
| Admin fee / account holder | $1,153 | $4,643-75.2% | $5,150-77.6% | $7,234-84.1% |