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 | $47,783 | $45,343+5.4% | $150,298-68.2% | $67,986-29.7% |
| Participation rate | 29.0% | 51.9%-22.8pp | 77.8%-48.7pp | 57.2%-28.2pp |
| Annual return | 14.84% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $669 | $1,462-54.2% | $4,154-83.9% | $2,019-66.9% |
| Participant deferral / active EE | $1,323 | $2,055-35.6% | $5,453-75.7% | $3,358-60.6% |
| Admin fee / account holder | $1,118 | $2,250-50.3% | $14,116-92.1% | $3,203-65.1% |