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 | $48,381 | $58,311-17.0% | $81,882-40.9% | $80,959-40.2% |
| Participation rate | 32.3% | 63.5%-31.2pp | 72.4%-40.1pp | 67.7%-35.4pp |
| Annual return | 12.61% | 41.85%-29.2pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $686 | $2,347-70.8% | $2,916-76.5% | $2,757-75.1% |
| Participant deferral / active EE | $921 | $3,287-72.0% | $4,323-78.7% | $4,300-78.6% |
| Admin fee / account holder | $4,826 | $4,752+1.6% | $7,360-34.4% | $6,925-30.3% |