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 | $63,507 | $87,733-27.6% | $106,554-40.4% | $85,851-26.0% |
| Participation rate | 45.9% | 71.9%-26.0pp | 76.1%-30.2pp | 69.3%-23.4pp |
| Annual return | 13.03% | 21.86%-8.8pp | 26.80%-13.8pp | 318.63%-305.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,508 | $3,469-27.7% | $4,398-43.0% | $3,952-36.5% |
| Admin fee / account holder | $2,224 | $6,767-67.1% | $7,408-70.0% | $6,261-64.5% |