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 | $24,079 | $65,082-63.0% | $81,367-70.4% | $59,632-59.6% |
| Participation rate | 50.5% | 76.0%-25.4pp | 82.3%-31.8pp | 68.7%-18.1pp |
| Annual return | -2.32% | 1.16%-3.5pp | -0.92%-1.4pp | 2041.32%-2043.6pp |
| Employer contribution / active EE | $1,341 | $2,934-54.3% | $3,930-65.9% | $2,203-39.1% |
| Participant deferral / active EE | $1,976 | $4,083-51.6% | $5,383-63.3% | $3,192-38.1% |
| Admin fee / account holder | $1,330 | $7,582-82.5% | $8,926-85.1% | $4,297-69.0% |