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 | $59,105 | $53,128+11.3% | $86,581-31.7% | $70,124-15.7% |
| Participation rate | 58.5% | 65.3%-6.8pp | 73.5%-15.0pp | 69.5%-11.0pp |
| Annual return | 17.14% | 27.66%-10.5pp | 965.06%-947.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $332 | $2,068-83.9% | $2,840-88.3% | $2,342-85.8% |
| Participant deferral / active EE | $1,675 | $2,695-37.9% | $3,609-53.6% | $3,332-49.7% |
| Admin fee / account holder | $3,811 | $3,584+6.3% | $4,904-22.3% | $4,645-18.0% |