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 | $19,618 | $91,179-78.5% | $178,499-89.0% | $79,852-75.4% |
| Participation rate | 42.4% | 69.2%-26.8pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 14.67% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $469 | $3,256-85.6% | $5,011-90.6% | $2,471-81.0% |
| Participant deferral / active EE | $1,439 | $3,236-55.5% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $2,043 | $6,749-69.7% | $13,986-85.4% | $5,306-61.5% |