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 | $47,496 | $67,602-29.7% | $82,312-42.3% | $70,126-32.3% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $497 | $1,755-71.7% | $2,428-79.5% | $2,343-78.8% |
| Participant deferral / active EE | $1,400 | $2,987-53.1% | $3,706-62.2% | $3,332-58.0% |
| Admin fee / account holder | $4,761 | $4,512+5.5% | $5,608-15.1% | $4,645+2.5% |