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 | $52,623 | $102,429-48.6% | $147,096-64.2% | $80,925-35.0% |
| Participation rate | 38.2% | 75.9%-37.6pp | 82.2%-43.9pp | 67.7%-29.4pp |
| Annual return | 18.57% | 135.02%-116.5pp | 419.75%-401.2pp | 35.65%-17.1pp |
| Employer contribution / active EE | $2,452 | $3,716-34.0% | $4,936-50.3% | $2,756-11.0% |
| Participant deferral / active EE | $4,606 | $6,649-30.7% | $8,071-42.9% | $4,299+7.1% |
| Admin fee / account holder | $2,997 | $7,957-62.3% | $13,005-77.0% | $6,940-56.8% |