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 | $45,566 | $98,776-53.9% | $149,745-69.6% | $79,856-42.9% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 14.40% | 27.38%-13.0pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,434 | $3,217-55.4% | $4,646-69.1% | $2,471-42.0% |
| Participant deferral / active EE | $3,854 | $5,681-32.2% | $6,843-43.7% | $3,741+3.0% |
| Admin fee / account holder | $7,168 | $6,053+18.4% | $9,312-23.0% | $5,306+35.1% |