Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,589 | $75,541-48.9% | $152,093-74.6% | $82,637-53.3% |
| Participation rate | 53.6% | 66.5%-13.0pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 135.53% | 32.56%+103.0pp | 66.36%+69.2pp | 53.51%+82.0pp |
| Employer contribution / active EE | $952 | $2,622-63.7% | $4,175-77.2% | $2,552-62.7% |
| Participant deferral / active EE | $2,953 | $3,206-7.9% | $5,451-45.8% | $4,126-28.4% |
| Admin fee / account holder | $715 | $6,405-88.8% | $14,497-95.1% | $7,339-90.3% |