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 | $39,131 | $48,011-18.5% | $63,803-38.7% | $82,637-52.6% |
| Participation rate | 40.8% | 66.6%-25.8pp | 72.7%-31.9pp | 68.1%-27.2pp |
| Annual return | 14.32% | 19.84%-5.5pp | 543.72%-529.4pp | 53.51%-39.2pp |
| Employer contribution / active EE | $505 | $1,904-73.5% | $2,532-80.1% | $2,552-80.2% |
| Participant deferral / active EE | $1,790 | $2,846-37.1% | $3,843-53.4% | $4,126-56.6% |
| Admin fee / account holder | $3,197 | $3,873-17.5% | $5,196-38.5% | $7,339-56.4% |