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 | $33,967 | $78,672-56.8% | $109,163-68.9% | $85,856-60.4% |
| Participation rate | 48.3% | 68.3%-20.0pp | 75.9%-27.6pp | 69.3%-21.0pp |
| Annual return | 29.45% | 25.09%+4.4pp | 25.75%+3.7pp | 318.58%-289.1pp |
| Employer contribution / active EE | $869 | $2,734-68.2% | $3,723-76.6% | $2,565-66.1% |
| Participant deferral / active EE | $2,851 | $3,467-17.8% | $4,654-38.7% | $3,952-27.8% |
| Admin fee / account holder | $2,172 | $5,470-60.3% | $6,754-67.8% | $6,261-65.3% |