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 | $21,719 | $76,407-71.6% | $150,298-85.5% | $82,448-73.7% |
| Participation rate | 37.8% | 66.4%-28.6pp | 77.8%-39.9pp | 68.1%-30.2pp |
| Annual return | 13.33% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $857 | $2,614-67.2% | $4,154-79.4% | $2,551-66.4% |
| Participant deferral / active EE | $3,814 | $3,214+18.7% | $5,453-30.0% | $4,139-7.9% |
| Admin fee / account holder | $458 | $6,352-92.8% | $14,116-96.8% | $7,234-93.7% |