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 | $63,012 | $48,364+30.3% | $71,796-12.2% | $62,881+0.2% |
| Participation rate | 57.4% | 60.6%-3.2pp | 69.1%-11.7pp | 69.3%-11.9pp |
| Annual return | 7.39% | 13.16%-5.8pp | 78.04%-70.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $402 | $1,042-61.4% | $1,924-79.1% | $2,281-82.4% |
| Participant deferral / active EE | $1,618 | $2,091-22.6% | $2,794-42.1% | $3,203-49.5% |
| Admin fee / account holder | $2,587 | $3,771-31.4% | $4,815-46.3% | $4,296-39.8% |