Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,819 | $102,422-64.1% | $147,117-75.0% | $80,959-54.5% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.7%-19.4pp |
| Annual return | 19.02% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,985 | $3,717-46.6% | $4,932-59.8% | $2,757-28.0% |
| Participant deferral / active EE | $2,814 | $6,652-57.7% | $8,065-65.1% | $4,300-34.6% |
| Admin fee / account holder | $909 | $7,953-88.6% | $12,993-93.0% | $6,925-86.9% |