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 | $46,611 | $63,433-26.5% | $63,803-26.9% | $64,097-27.3% |
| Participation rate | 46.8% | 65.0%-18.2pp | 72.7%-25.9pp | 55.2%-8.3pp |
| Annual return | 16.12% | 20.74%-4.6pp | 543.72%-527.6pp | 34.64%-18.5pp |
| Employer contribution / active EE | $890 | $2,332-61.8% | $2,532-64.9% | $1,891-53.0% |
| Participant deferral / active EE | $2,911 | $3,119-6.6% | $3,843-24.2% | $3,080-5.5% |
| Admin fee / account holder | $1,241 | $1,489-16.7% | $5,196-76.1% | $3,454-64.1% |