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 | $50,812 | $55,902-9.1% | $76,030-33.2% | $80,959-37.2% |
| Participation rate | 52.7% | 62.1%-9.4pp | 69.1%-16.4pp | 67.7%-15.0pp |
| Annual return | 15.03% | 20.59%-5.6pp | 361.54%-346.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $592 | $1,867-68.3% | $2,688-78.0% | $2,757-78.5% |
| Participant deferral / active EE | $1,761 | $3,051-42.3% | $4,257-58.6% | $4,300-59.1% |
| Admin fee / account holder | $745 | $5,239-85.8% | $6,421-88.4% | $6,925-89.2% |