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 | $52,888 | $52,678+0.4% | $75,784-30.2% | $59,633-11.3% |
| Participation rate | 67.8% | 67.2%+0.6pp | 75.8%-8.0pp | 68.7%-0.9pp |
| Annual return | -1.00% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $431 | $2,193-80.3% | $3,323-87.0% | $2,203-80.4% |
| Participant deferral / active EE | $2,514 | $2,591-3.0% | $3,652-31.2% | $3,192-21.2% |
| Admin fee / account holder | $522 | $3,610-85.5% | $5,300-90.1% | $4,297-87.8% |