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 | $30,878 | $76,834-59.8% | $108,359-71.5% | $87,485-64.7% |
| Participation rate | 51.0% | 61.7%-10.7pp | 70.1%-19.1pp | 68.9%-17.9pp |
| Annual return | 16.57% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $786 | $1,556-49.5% | $2,399-67.2% | $2,596-69.7% |
| Participant deferral / active EE | $1,774 | $3,100-42.8% | $4,137-57.1% | $4,274-58.5% |
| Admin fee / account holder | $906 | $6,537-86.1% | $9,741-90.7% | $7,775-88.3% |