Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,172 | $88,672-41.2% | $105,223-50.4% | $82,448-36.7% |
| Participation rate | 43.8% | 67.9%-24.2pp | 75.0%-31.3pp | 68.1%-24.3pp |
| Annual return | 20.01% | 30.86%-10.8pp | 180.65%-160.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,304 | $3,048-57.2% | $3,689-64.6% | $2,551-48.9% |
| Participant deferral / active EE | $3,233 | $4,036-19.9% | $5,072-36.3% | $4,139-21.9% |
| Admin fee / account holder | $959 | $7,146-86.6% | $8,859-89.2% | $7,234-86.7% |