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 | $29,685 | $48,011-38.2% | $63,803-53.5% | $82,637-64.1% |
| Participation rate | 48.1% | 66.6%-18.4pp | 72.7%-24.6pp | 68.1%-19.9pp |
| Annual return | 16.83% | 19.84%-3.0pp | 543.72%-526.9pp | 53.51%-36.7pp |
| Employer contribution / active EE | $457 | $1,904-76.0% | $2,532-82.0% | $2,552-82.1% |
| Participant deferral / active EE | $1,020 | $2,846-64.2% | $3,843-73.4% | $4,126-75.3% |
| Admin fee / account holder | $462 | $3,873-88.1% | $5,196-91.1% | $7,339-93.7% |