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 | $21,895 | $56,134-61.0% | $96,161-77.2% | $85,856-74.5% |
| Participation rate | 31.8% | 56.7%-24.9pp | 68.4%-36.7pp | 69.3%-37.6pp |
| Annual return | 12.39% | 42.30%-29.9pp | 192.01%-179.6pp | 318.58%-306.2pp |
| Employer contribution / active EE | $418 | $1,620-74.2% | $2,798-85.0% | $2,565-83.7% |
| Participant deferral / active EE | $1,422 | $2,858-50.3% | $4,349-67.3% | $3,952-64.0% |
| Admin fee / account holder | $4,666 | $3,769+23.8% | $5,538-15.7% | $6,261-25.5% |