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 | $31,317 | $91,198-65.7% | $178,503-82.5% | $79,856-60.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 22.74% | 24.20%-1.5pp | 151.12%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $923 | $3,257-71.7% | $5,011-81.6% | $2,471-62.7% |
| Participant deferral / active EE | $2,381 | $3,237-26.4% | $5,202-54.2% | $3,741-36.3% |
| Admin fee / account holder | $408 | $6,748-94.0% | $13,987-97.1% | $5,306-92.3% |