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 | $32,727 | $84,236-61.1% | $170,435-80.8% | $70,126-53.3% |
| Participation rate | 46.0% | 70.8%-24.8pp | 83.6%-37.6pp | 69.5%-23.5pp |
| Annual return | 13.92% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $668 | $3,387-80.3% | $5,432-87.7% | $2,343-71.5% |
| Participant deferral / active EE | $1,433 | $3,086-53.6% | $4,939-71.0% | $3,332-57.0% |
| Admin fee / account holder | $6,385 | $5,698+12.1% | $13,881-54.0% | $4,645+37.5% |