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 | $8,624 | $55,902-84.6% | $76,030-88.7% | $80,959-89.3% |
| Participation rate | 52.5% | 62.1%-9.6pp | 69.1%-16.6pp | 67.7%-15.2pp |
| Annual return | 12.91% | 20.59%-7.7pp | 361.54%-348.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,002 | $1,867-46.3% | $2,688-62.7% | $2,757-63.7% |
| Participant deferral / active EE | $1,165 | $3,051-61.8% | $4,257-72.6% | $4,300-72.9% |
| Admin fee / account holder | $1,958 | $5,239-62.6% | $6,421-69.5% | $6,925-71.7% |