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 | $23,534 | $29,667-20.7% | $56,441-58.3% | $80,874-70.9% |
| Participation rate | 16.8% | 41.7%-24.8pp | 52.5%-35.7pp | 67.6%-50.8pp |
| Annual return | 12.16% | 35.22%-23.1pp | 1704.21%-1692.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $331 | $669-50.5% | $1,039-68.1% | $2,756-88.0% |
| Participant deferral / active EE | $757 | $1,227-38.3% | $1,953-61.3% | $4,297-82.4% |
| Admin fee / account holder | $537 | $2,429-77.9% | $2,829-81.0% | $6,935-92.3% |