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 | $63,637 | $78,690-19.1% | $161,489-60.6% | $87,485-27.3% |
| Participation rate | 48.1% | 67.5%-19.3pp | 78.7%-30.5pp | 68.9%-20.8pp |
| Annual return | 15.97% | 32.74%-16.8pp | 89.72%-73.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,057 | $2,588-59.2% | $4,268-75.2% | $2,596-59.3% |
| Participant deferral / active EE | $1,498 | $3,311-54.7% | $5,630-73.4% | $4,274-64.9% |
| Admin fee / account holder | $919 | $6,724-86.3% | $16,006-94.3% | $7,775-88.2% |