Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,595 | $81,358-74.7% | $155,556-86.8% | $80,959-74.6% |
| Participation rate | 56.9% | 66.3%-9.4pp | 78.2%-21.3pp | 67.7%-10.8pp |
| Annual return | 13.91% | 33.39%-19.5pp | 64.84%-50.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,116 | $3,106-64.1% | $4,675-76.1% | $2,757-59.5% |
| Participant deferral / active EE | $2,446 | $3,455-29.2% | $5,631-56.6% | $4,300-43.1% |
| Admin fee / account holder | $886 | $7,994-88.9% | $15,885-94.4% | $6,925-87.2% |