Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,500 | $96,508-75.7% | $75,901-69.0% | $152,897-84.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 13.19% | 33.99%-20.8pp | 30.76%-17.6pp | 345.43%-332.2pp |
| Employer contribution / active EE | $842 | $3,310-74.6% | $2,501-66.3% | $4,764-82.3% |
| Participant deferral / active EE | $2,062 | $4,554-54.7% | $3,603-42.8% | $5,851-64.8% |
| Admin fee / account holder | $7,263 | $8,081-10.1% | $5,420+34.0% | $11,599-37.4% |