Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,815 | $87,132-62.3% | $105,624-68.9% | $80,959-59.5% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 15.50% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $995 | $2,397-58.5% | $3,168-68.6% | $2,757-63.9% |
| Participant deferral / active EE | $2,138 | $3,985-46.3% | $5,013-57.3% | $4,300-50.3% |
| Admin fee / account holder | $4,029 | $8,449-52.3% | $10,961-63.2% | $6,925-41.8% |