Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,508 | $49,976+3.1% | $66,674-22.7% | $82,637-37.7% |
| Participation rate | 41.9% | 63.1%-21.2pp | 73.7%-31.7pp | 68.1%-26.1pp |
| Annual return | 27.41% | 39.09%-11.7pp | 321.24%-293.8pp | 53.51%-26.1pp |
| Employer contribution / active EE | $1,769 | $1,988-11.0% | $2,620-32.5% | $2,552-30.7% |
| Participant deferral / active EE | $3,443 | $2,847+21.0% | $4,084-15.7% | $4,126-16.6% |
| Admin fee / account holder | $2,832 | $4,594-38.4% | $5,098-44.5% | $7,339-61.4% |