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 | $69,929 | $103,385-32.4% | $87,104-19.7% | $152,870-54.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 22.37% | 28.10%-5.7pp | 28.19%-5.8pp | 345.34%-323.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,469 | $4,778-48.3% | $4,049-39.0% | $5,850-57.8% |
| Admin fee / account holder | $925 | $12,192-92.4% | $7,490-87.7% | $11,597-92.0% |