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 | $50,299 | $25,979+93.6% | $71,755-29.9% | $68,486-26.6% |
| Participation rate | 30.0% | 54.5%-24.5pp | 62.3%-32.3pp | 67.9%-37.9pp |
| Annual return | -15.36% | -15.10%-0.3pp | 9.09%-24.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $516 | $900-42.7% | $1,704-69.7% | $2,597-80.1% |
| Participant deferral / active EE | $832 | $1,522-45.3% | $2,656-68.7% | $4,028-79.3% |
| Admin fee / account holder | $741 | $2,022-63.4% | $3,972-81.4% | $5,404-86.3% |