Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,384 | $89,259-50.3% | $107,187-58.6% | $82,637-46.3% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.0pp | 68.1%-31.0pp |
| Annual return | 16.30% | 21.02%-4.7pp | 204.55%-188.3pp | 53.51%-37.2pp |
| Employer contribution / active EE | $827 | $3,080-73.2% | $3,782-78.1% | $2,552-67.6% |
| Participant deferral / active EE | $1,908 | $4,037-52.8% | $5,096-62.6% | $4,126-53.8% |
| Admin fee / account holder | $1,074 | $7,381-85.4% | $9,162-88.3% | $7,339-85.4% |