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 | $34,688 | $72,404-52.1% | $110,243-68.5% | $64,173-45.9% |
| Participation rate | 31.4% | 73.3%-42.0pp | 79.8%-48.4pp | 69.6%-38.2pp |
| Annual return | 6.21% | -6.29%+12.5pp | 314.76%-308.5pp | 7.63%-1.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,941 | $3,469+13.6% | $4,672-15.6% | $3,470+13.6% |
| Admin fee / account holder | $1,237 | $5,664-78.2% | $8,548-85.5% | $4,887-74.7% |