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 | $39,617 | $48,364-18.1% | $71,796-44.8% | $62,881-37.0% |
| Participation rate | 50.6% | 60.6%-10.0pp | 69.1%-18.5pp | 69.3%-18.7pp |
| Annual return | 7.45% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $623 | $1,042-40.2% | $1,924-67.6% | $2,281-72.7% |
| Participant deferral / active EE | $1,601 | $2,091-23.4% | $2,794-42.7% | $3,203-50.0% |
| Admin fee / account holder | $1,398 | $3,771-62.9% | $4,815-71.0% | $4,296-67.5% |