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 | $31,655 | $51,638-38.7% | $68,368-53.7% | $82,448-61.6% |
| Participation rate | 55.3% | 63.6%-8.3pp | 73.8%-18.5pp | 68.1%-12.8pp |
| Annual return | 14.30% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $648 | $2,047-68.3% | $2,649-75.5% | $2,551-74.6% |
| Participant deferral / active EE | $961 | $2,914-67.0% | $4,123-76.7% | $4,139-76.8% |
| Admin fee / account holder | $1,256 | $4,643-73.0% | $5,150-75.6% | $7,234-82.6% |