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 | $19,214 | $58,258-67.0% | $81,820-76.5% | $80,925-76.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 21.51% | 41.76%-20.3pp | 777.93%-756.4pp | 35.65%-14.1pp |
| Employer contribution / active EE | $948 | $2,345-59.6% | $2,915-67.5% | $2,756-65.6% |
| Participant deferral / active EE | $1,606 | $3,284-51.1% | $4,323-62.8% | $4,299-62.6% |
| Admin fee / account holder | $777 | $4,976-84.4% | $7,391-89.5% | $6,940-88.8% |