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 | $42,597 | $55,930-23.8% | $76,089-44.0% | $80,925-47.4% |
| Participation rate | 32.6% | 62.1%-29.4pp | 69.1%-36.5pp | 67.7%-35.0pp |
| Annual return | 14.94% | 20.58%-5.6pp | 360.94%-346.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $694 | $1,866-62.8% | $2,690-74.2% | $2,756-74.8% |
| Participant deferral / active EE | $1,896 | $3,051-37.9% | $4,259-55.5% | $4,299-55.9% |
| Admin fee / account holder | $4,459 | $5,241-14.9% | $6,418-30.5% | $6,940-35.8% |