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 | $48,423 | $56,197-13.8% | $67,652-28.4% | $59,633-18.8% |
| Participation rate | 40.5% | 71.5%-30.9pp | 75.7%-35.1pp | 68.7%-28.1pp |
| Annual return | 2.68% | 18508.10%-18505.4pp | 6625.40%-6622.7pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $756 | $1,615-53.2% | $2,266-66.6% | $2,203-65.7% |
| Participant deferral / active EE | $1,231 | $2,844-56.7% | $3,560-65.4% | $3,192-61.4% |
| Admin fee / account holder | $3,352 | $3,958-15.3% | $4,821-30.5% | $4,297-22.0% |