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 | $66,046 | $103,392-36.1% | $87,104-24.2% | $152,897-56.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 24.08% | 28.10%-4.0pp | 28.19%-4.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,206 | $3,221-62.6% | $2,521-52.2% | $4,764-74.7% |
| Participant deferral / active EE | $2,618 | $4,778-45.2% | $4,048-35.3% | $5,851-55.3% |
| Admin fee / account holder | $978 | $12,194-92.0% | $7,491-86.9% | $11,599-91.6% |