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 | $42,622 | $29,736+43.3% | $56,033-23.9% | $80,935-47.3% |
| Participation rate | 25.5% | 41.7%-16.2pp | 52.5%-27.0pp | 67.7%-42.2pp |
| Annual return | 13.25% | 35.28%-22.0pp | 1711.38%-1698.1pp | 35.66%-22.4pp |
| Employer contribution / active EE | $418 | $671-37.7% | $1,041-59.8% | $2,757-84.8% |
| Participant deferral / active EE | $1,362 | $1,228+10.9% | $1,954-30.3% | $4,299-68.3% |
| Admin fee / account holder | $2,162 | $2,434-11.2% | $2,827-23.5% | $6,924-68.8% |