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 | $50,083 | $29,051+72.4% | $52,425-4.5% | $67,986-26.3% |
| Participation rate | 53.0% | 30.4%+22.6pp | 55.6%-2.6pp | 57.2%-4.2pp |
| Annual return | 19.87% | 24.00%-4.1pp | 302.12%-282.3pp | 31.67%-11.8pp |
| Employer contribution / active EE | $1,334 | $412+224.0% | $914+45.9% | $2,019-33.9% |
| Participant deferral / active EE | $1,741 | $873+99.4% | $1,790-2.7% | $3,358-48.1% |
| Admin fee / account holder | $2,373 | $2,113+12.3% | $2,495-4.9% | $3,203-25.9% |