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 | $27,827 | $73,787-62.3% | $98,716-71.8% | $82,448-66.2% |
| Participation rate | 52.3% | 61.4%-9.1pp | 69.3%-17.0pp | 68.1%-15.8pp |
| Annual return | 17.20% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,639 | $3,081-14.4% | $4,048-34.8% | $4,139-36.2% |
| Admin fee / account holder | $1,822 | $6,500-72.0% | $8,703-79.1% | $7,234-74.8% |