Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,140 | $58,234-39.7% | $81,783-57.0% | $80,874-56.5% |
| Participation rate | 36.8% | 63.4%-26.6pp | 72.4%-35.5pp | 67.6%-30.8pp |
| Annual return | 10.82% | 41.70%-30.9pp | 775.05%-764.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,054 | $2,341-55.0% | $2,913-63.8% | $2,756-61.7% |
| Participant deferral / active EE | $2,029 | $3,283-38.2% | $4,320-53.0% | $4,297-52.8% |
| Admin fee / account holder | $2,782 | $4,982-44.2% | $7,380-62.3% | $6,935-59.9% |