Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,916 | $51,202-61.1% | $70,548-71.8% | $75,181-73.5% |
| Participation rate | 43.8% | 61.0%-17.2pp | 68.3%-24.6pp | 67.2%-23.4pp |
| Annual return | 70.95% | 30.05%+40.9pp | 32.78%+38.2pp | 160.69%-89.7pp |
| Employer contribution / active EE | $1,502 | $1,827-17.8% | $2,975-49.5% | $2,671-43.8% |
| Participant deferral / active EE | $4,104 | $2,850+44.0% | $4,567-10.1% | $4,126-0.5% |
| Admin fee / account holder | $566 | $4,094-86.2% | $6,424-91.2% | $5,650-90.0% |