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 | $49,418 | $51,631-4.3% | $129,397-61.8% | $80,925-38.9% |
| Participation rate | 57.5% | 56.9%+0.6pp | 69.6%-12.1pp | 67.7%-10.1pp |
| Annual return | 12.98% | 20.77%-7.8pp | 9453.98%-9441.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $913 | $1,583-42.3% | $4,154-78.0% | $2,756-66.9% |
| Participant deferral / active EE | $2,163 | $2,670-19.0% | $4,167-48.1% | $4,299-49.7% |
| Admin fee / account holder | $1,817 | $4,309-57.8% | $7,679-76.3% | $6,940-73.8% |