Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,971 | $25,014-56.1% | $69,632-84.2% | $80,959-86.4% |
| Participation rate | 68.8% | 64.2%+4.5pp | 66.4%+2.3pp | 67.7%+1.1pp |
| Annual return | 17.23% | 19.08%-1.9pp | 101.32%-84.1pp | 35.67%-18.4pp |
| Employer contribution / active EE | $610 | $991-38.4% | $1,708-64.3% | $2,757-77.9% |
| Participant deferral / active EE | $1,698 | $1,840-7.7% | $2,889-41.2% | $4,300-60.5% |
| Admin fee / account holder | $926 | $2,491-62.8% | $4,695-80.3% | $6,925-86.6% |