Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,153 | $108,212-91.5% | $77,513-88.2% | $158,966-94.2% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 21.42% | 31.67%-10.2pp | 54.81%-33.4pp | 302.95%-281.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $761 | $2,455-69.0% | $1,861-59.1% | $5,983-87.3% |
| Admin fee / account holder | $308 | $3,709-91.7% | $2,859-89.2% | $11,250-97.3% |