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 | $58,299 | $95,406-38.9% | $185,849-68.6% | $85,847-32.1% |
| Participation rate | 40.6% | 68.8%-28.1pp | 81.7%-41.1pp | 69.3%-28.7pp |
| Annual return | 14.11% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $696 | $3,314-79.0% | $5,169-86.5% | $2,565-72.9% |
| Participant deferral / active EE | $1,373 | $3,424-59.9% | $5,569-75.3% | $3,952-65.3% |
| Admin fee / account holder | $870 | $7,214-87.9% | $16,244-94.6% | $6,261-86.1% |