Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,666 | $88,996-79.0% | $78,004-76.1% | $138,895-86.6% |
| Participation rate | 69.2% | 74.4%-5.1pp | 69.4%-0.2pp | 79.9%-10.7pp |
| Annual return | 21.57% | 28.03%-6.5pp | 31.07%-9.5pp | 145.39%-123.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,868 | $4,724-39.3% | $4,092-29.9% | $6,396-55.2% |
| Admin fee / account holder | $359 | $8,807-95.9% | $7,578-95.3% | $12,562-97.1% |