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 | $21,798 | $51,642-57.8% | $129,384-83.2% | $80,935-73.1% |
| Participation rate | 32.1% | 56.9%-24.8pp | 69.6%-37.5pp | 67.7%-35.6pp |
| Annual return | 14.53% | 20.78%-6.3pp | 9461.77%-9447.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $675 | $1,583-57.4% | $4,153-83.8% | $2,757-75.5% |
| Participant deferral / active EE | $1,235 | $2,670-53.8% | $4,166-70.4% | $4,299-71.3% |
| Admin fee / account holder | $1,618 | $4,312-62.5% | $7,686-78.9% | $6,924-76.6% |