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 | $39,572 | $48,337-18.1% | $67,560-41.4% | $80,959-51.1% |
| Participation rate | 67.8% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.1pp |
| Annual return | 17.36% | 18.26%-0.9pp | 3533.50%-3516.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,247 | $2,023-38.4% | $2,737-54.4% | $2,757-54.8% |
| Participant deferral / active EE | $3,337 | $2,928+14.0% | $4,004-16.6% | $4,300-22.4% |
| Admin fee / account holder | $1,841 | $3,695-50.2% | $3,994-53.9% | $6,925-73.4% |