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 | $39,331 | $85,171-53.8% | $172,752-77.2% | $72,975-46.1% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 20.32% | 27.32%-7.0pp | 802.97%-782.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,893 | $3,260-41.9% | $5,198-63.6% | $3,608-47.5% |
| Admin fee / account holder | $733 | $5,880-87.5% | $13,955-94.7% | $5,124-85.7% |