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 | $77,447 | $95,188-18.6% | $76,518+1.2% | $135,379-42.8% |
| Participation rate | 68.2% | 74.4%-6.2pp | 68.0%+0.2pp | 82.6%-14.5pp |
| Annual return | -5.11% | 4.85%-10.0pp | -0.27%-4.8pp | 519.79%-524.9pp |
| Employer contribution / active EE | $589 | $3,303-82.2% | $2,647-77.8% | $4,779-87.7% |
| Participant deferral / active EE | $1,893 | $4,640-59.2% | $3,836-50.6% | $5,609-66.2% |
| Admin fee / account holder | $2,165 | $6,249-65.4% | $4,849-55.3% | $10,828-80.0% |