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 | $22,682 | $29,319-22.6% | $52,425-56.7% | $82,448-72.5% |
| Participation rate | 38.2% | 46.9%-8.6pp | 55.6%-17.4pp | 68.1%-29.8pp |
| Annual return | 20.28% | 535.20%-514.9pp | 302.12%-281.8pp | 41.64%-21.4pp |
| Employer contribution / active EE | $404 | $586-31.2% | $914-55.8% | $2,551-84.2% |
| Participant deferral / active EE | $1,358 | $1,171+15.9% | $1,790-24.2% | $4,139-67.2% |
| Admin fee / account holder | $1,271 | $1,962-35.2% | $2,495-49.1% | $7,234-82.4% |