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 | $35,401 | $45,343-21.9% | $150,298-76.4% | $67,986-47.9% |
| Participation rate | 28.4% | 51.9%-23.4pp | 77.8%-49.3pp | 57.2%-28.8pp |
| Annual return | 13.21% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,163 | $2,055-43.4% | $5,453-78.7% | $3,358-65.4% |
| Admin fee / account holder | $575 | $2,250-74.4% | $14,116-95.9% | $3,203-82.0% |