Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,884 | $151,427-81.6% | $112,860-75.3% | $154,746-82.0% |
| Participation rate | 46.2% | 69.1%-23.0pp | 66.3%-20.2pp | 80.7%-34.5pp |
| Annual return | 17.85% | 30.95%-13.1pp | 35.26%-17.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,400 | $2,750-49.1% | $2,206-36.5% | $4,379-68.0% |
| Participant deferral / active EE | $2,464 | $4,285-42.5% | $3,493-29.5% | $6,730-63.4% |
| Admin fee / account holder | $2,186 | $7,369-70.3% | $6,841-68.1% | $14,365-84.8% |