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 | $31,892 | $81,276-60.8% | $155,574-79.5% | $80,925-60.6% |
| Participation rate | 42.0% | 66.2%-24.2pp | 78.2%-36.2pp | 67.7%-25.6pp |
| Annual return | 14.21% | 33.36%-19.2pp | 64.87%-50.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $957 | $3,103-69.1% | $4,676-79.5% | $2,756-65.3% |
| Participant deferral / active EE | $5,339 | $3,453+54.6% | $5,629-5.2% | $4,299+24.2% |
| Admin fee / account holder | $1,929 | $7,993-75.9% | $15,914-87.9% | $6,940-72.2% |