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 | $25,931 | $45,343-42.8% | $150,298-82.7% | $67,986-61.9% |
| Participation rate | 26.6% | 51.9%-25.3pp | 77.8%-51.2pp | 57.2%-30.6pp |
| Annual return | 15.88% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $689 | $1,462-52.9% | $4,154-83.4% | $2,019-65.9% |
| Participant deferral / active EE | $797 | $2,055-61.2% | $5,453-85.4% | $3,358-76.3% |
| Admin fee / account holder | $3,086 | $2,250+37.2% | $14,116-78.1% | $3,203-3.7% |