Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,627 | $75,541-68.7% | $152,093-84.5% | $82,637-71.4% |
| Participation rate | 55.6% | 66.5%-11.0pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 18.35% | 32.56%-14.2pp | 66.36%-48.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $1,390 | $2,622-47.0% | $4,175-66.7% | $2,552-45.5% |
| Participant deferral / active EE | $1,695 | $3,206-47.1% | $5,451-68.9% | $4,126-58.9% |
| Admin fee / account holder | $659 | $6,405-89.7% | $14,497-95.5% | $7,339-91.0% |