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 | $46,626 | $124,330-62.5% | $109,173-57.3% | $167,536-72.2% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.63% | 26.04%-14.4pp | 25.75%-14.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $1,065 | $4,209-74.7% | $3,723-71.4% | $4,839-78.0% |
| Participant deferral / active EE | $2,317 | $5,256-55.9% | $4,654-50.2% | $6,342-63.5% |
| Admin fee / account holder | $2,579 | $7,974-67.7% | $6,755-61.8% | $12,315-79.1% |