Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,010 | $47,105-78.7% | $68,368-85.4% | $67,986-85.3% |
| Participation rate | 60.0% | 51.8%+8.2pp | 73.8%-13.8pp | 57.2%+2.8pp |
| Annual return | 21.18% | 48.37%-27.2pp | 292.57%-271.4pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,141 | $1,859-38.6% | $2,649-56.9% | $2,019-43.5% |
| Participant deferral / active EE | $713 | $2,374-70.0% | $4,123-82.7% | $3,358-78.8% |
| Admin fee / account holder | $592 | $2,435-75.7% | $5,150-88.5% | $3,203-81.5% |