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 | $26,262 | $81,331-67.7% | $155,534-83.1% | $80,935-67.6% |
| Participation rate | 65.7% | 66.3%-0.5pp | 78.2%-12.5pp | 67.7%-1.9pp |
| Annual return | 11.08% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,286 | $3,105-58.6% | $4,675-72.5% | $2,757-53.4% |
| Participant deferral / active EE | $2,177 | $3,454-37.0% | $5,630-61.3% | $4,299-49.4% |
| Admin fee / account holder | $1,581 | $7,999-80.2% | $15,900-90.1% | $6,924-77.2% |