Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,220 | $55,889-40.6% | $76,119-56.4% | $80,935-59.0% |
| Participation rate | 24.2% | 62.1%-37.8pp | 69.1%-44.8pp | 67.7%-43.4pp |
| Annual return | 13.21% | 20.58%-7.4pp | 361.25%-348.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $456 | $1,866-75.6% | $2,693-83.1% | $2,757-83.5% |
| Participant deferral / active EE | $1,416 | $3,051-53.6% | $4,259-66.8% | $4,299-67.1% |
| Admin fee / account holder | $832 | $5,241-84.1% | $6,421-87.0% | $6,924-88.0% |