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 | $11,405 | $48,314-76.4% | $67,561-83.1% | $80,925-85.9% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.7%-3.0pp |
| Annual return | 16.46% | 18.28%-1.8pp | 3525.44%-3509.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,129 | $2,927-61.4% | $4,003-71.8% | $4,299-73.7% |
| Admin fee / account holder | $1,804 | $3,690-51.1% | $4,006-55.0% | $6,940-74.0% |