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 | $54,571 | $85,766-36.4% | $136,297-60.0% | $70,124-22.2% |
| Participation rate | 51.2% | 74.2%-23.0pp | 81.9%-30.8pp | 69.5%-18.4pp |
| Annual return | 20.03% | 31.45%-11.4pp | 5156.19%-5136.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,327 | $5,051-53.9% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $1,150 | $5,420-78.8% | $9,244-87.6% | $4,645-75.2% |