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 | $28,320 | $72,486-60.9% | $87,103-67.5% | $72,976-61.2% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.9%-43.5pp | 69.5%-36.2pp |
| Annual return | 19.76% | 24.46%-4.7pp | 28.19%-8.4pp | 81.02%-61.3pp |
| Employer contribution / active EE | $872 | $1,894-53.9% | $2,521-65.4% | $2,440-64.3% |
| Participant deferral / active EE | $1,517 | $3,270-53.6% | $4,049-62.5% | $3,608-58.0% |
| Admin fee / account holder | $1,712 | $5,055-66.1% | $7,491-77.1% | $5,124-66.6% |