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 | $23,479 | $58,311-59.7% | $81,882-71.3% | $80,959-71.0% |
| Participation rate | 43.4% | 63.5%-20.1pp | 72.4%-29.0pp | 67.7%-24.3pp |
| Annual return | 13.13% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,023 | $2,347-56.4% | $2,916-64.9% | $2,757-62.9% |
| Participant deferral / active EE | $1,233 | $3,287-62.5% | $4,323-71.5% | $4,300-71.3% |
| Admin fee / account holder | $1,981 | $4,752-58.3% | $7,360-73.1% | $6,925-71.4% |