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 | $52,519 | $69,118-24.0% | $53,647-2.1% | $138,895-62.2% |
| Participation rate | 13.0% | 64.0%-50.9pp | 56.3%-43.2pp | 79.9%-66.9pp |
| Annual return | 7.43% | 248.26%-240.8pp | 358.33%-350.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $452 | $1,189-62.0% | $962-53.1% | $4,194-89.2% |
| Participant deferral / active EE | $1,669 | $2,274-26.6% | $1,813-7.9% | $6,396-73.9% |
| Admin fee / account holder | $583 | $2,724-78.6% | $2,460-76.3% | $12,562-95.4% |