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 | $72,824 | $110,379-34.0% | $102,412-28.9% | $145,884-50.1% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 9.95% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $910 | $4,216-78.4% | $3,870-76.5% | $4,662-80.5% |
| Participant deferral / active EE | $5,158 | $5,622-8.2% | $5,060+1.9% | $6,690-22.9% |
| Admin fee / account holder | $835 | $9,745-91.4% | $8,388-90.0% | $13,392-93.8% |