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 | $38,829 | $110,212-64.8% | $96,534-59.8% | $139,466-72.2% |
| Participation rate | 52.9% | 78.1%-25.2pp | 76.0%-23.0pp | 80.3%-27.4pp |
| Annual return | 16.45% | 26.42%-10.0pp | 25.88%-9.4pp | 373.66%-357.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,464 | $5,547-37.6% | $4,851-28.6% | $6,712-48.4% |
| Admin fee / account holder | $1,943 | $11,599-83.3% | $8,253-76.5% | $11,409-83.0% |