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 | $24,237 | $91,179-73.4% | $178,499-86.4% | $79,852-69.6% |
| Participation rate | 21.4% | 69.2%-47.8pp | 81.9%-60.5pp | 69.6%-48.2pp |
| Annual return | 18.93% | 24.19%-5.3pp | 151.10%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $425 | $3,256-87.0% | $5,011-91.5% | $2,471-82.8% |
| Participant deferral / active EE | $1,148 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $612 | $6,749-90.9% | $13,986-95.6% | $5,306-88.5% |