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 | $31,179 | $87,132-64.2% | $105,624-70.5% | $80,959-61.5% |
| Participation rate | 48.9% | 70.4%-21.5pp | 75.3%-26.3pp | 67.7%-18.7pp |
| Annual return | 11.35% | 17.03%-5.7pp | 116.20%-104.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $749 | $2,397-68.8% | $3,168-76.4% | $2,757-72.8% |
| Participant deferral / active EE | $4,977 | $3,985+24.9% | $5,013-0.7% | $4,300+15.7% |
| Admin fee / account holder | $1,271 | $8,449-85.0% | $10,961-88.4% | $6,925-81.6% |