Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,214 | $61,356-63.8% | $149,696-85.2% | $71,511-68.9% |
| Participation rate | 37.2% | 62.5%-25.3pp | 78.8%-41.6pp | 67.9%-30.7pp |
| Annual return | 21.42% | 35.86%-14.4pp | 134.46%-113.0pp | 28.86%-7.4pp |
| Employer contribution / active EE | $1,142 | $2,382-52.0% | $4,821-76.3% | $2,589-55.9% |
| Participant deferral / active EE | $1,852 | $2,920-36.6% | $5,682-67.4% | $4,291-56.8% |
| Admin fee / account holder | $2,651 | $1,263+109.9% | $13,212-79.9% | $1,588+66.9% |