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 | $15,306 | $61,125-75.0% | $94,057-83.7% | $87,485-82.5% |
| Participation rate | 22.6% | 64.1%-41.5pp | 73.3%-50.8pp | 68.9%-46.4pp |
| Annual return | 14.04% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $435 | $2,136-79.7% | $2,933-85.2% | $2,596-83.3% |
| Participant deferral / active EE | $1,004 | $3,260-69.2% | $4,709-78.7% | $4,274-76.5% |
| Admin fee / account holder | $3,057 | $5,629-45.7% | $7,244-57.8% | $7,775-60.7% |