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 | $48,070 | $49,976-3.8% | $66,674-27.9% | $82,637-41.8% |
| Participation rate | 48.5% | 63.1%-14.6pp | 73.7%-25.2pp | 68.1%-19.6pp |
| Annual return | 15.09% | 39.09%-24.0pp | 321.24%-306.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $293 | $1,988-85.2% | $2,620-88.8% | $2,552-88.5% |
| Participant deferral / active EE | $3,921 | $2,847+37.7% | $4,084-4.0% | $4,126-5.0% |
| Admin fee / account holder | $611 | $4,594-86.7% | $5,098-88.0% | $7,339-91.7% |