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 | $35,330 | $35,183+0.4% | $73,550-52.0% | $70,126-49.6% |
| Participation rate | 33.3% | 42.9%-9.6pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 15.81% | 26.90%-11.1pp | -15.16%+31.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $108 | $709-84.8% | $1,219-91.2% | $2,343-95.4% |
| Participant deferral / active EE | $1,058 | $1,220-13.2% | $1,804-41.3% | $3,332-68.2% |
| Admin fee / account holder | $1,877 | $2,302-18.5% | $2,320-19.1% | $4,645-59.6% |