Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,080 | $49,976-55.8% | $66,674-66.9% | $82,637-73.3% |
| Participation rate | 57.7% | 63.1%-5.4pp | 73.7%-16.0pp | 68.1%-10.4pp |
| Annual return | 18.69% | 39.09%-20.4pp | 321.24%-302.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $468 | $1,988-76.5% | $2,620-82.2% | $2,552-81.7% |
| Participant deferral / active EE | $2,979 | $2,847+4.7% | $4,084-27.0% | $4,126-27.8% |
| Admin fee / account holder | $324 | $4,594-93.0% | $5,098-93.6% | $7,339-95.6% |