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 | $31,013 | $45,343-31.6% | $150,298-79.4% | $67,986-54.4% |
| Participation rate | 28.2% | 51.9%-23.7pp | 77.8%-49.6pp | 57.2%-29.0pp |
| Annual return | 120.62% | 33.28%+87.3pp | 62.79%+57.8pp | 31.67%+89.0pp |
| Employer contribution / active EE | $468 | $1,462-68.0% | $4,154-88.7% | $2,019-76.8% |
| Participant deferral / active EE | $706 | $2,055-65.7% | $5,453-87.1% | $3,358-79.0% |
| Admin fee / account holder | $8,194 | $2,250+264.2% | $14,116-42.0% | $3,203+155.8% |