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 | $28,773 | $89,367-67.8% | $141,191-79.6% | $72,975-60.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 21.57% | 111.87%-90.3pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,207 | $3,115-61.2% | $4,736-74.5% | $2,440-50.5% |
| Participant deferral / active EE | $2,403 | $5,419-55.6% | $6,710-64.2% | $3,608-33.4% |
| Admin fee / account holder | $1,138 | $5,957-80.9% | $10,264-88.9% | $5,124-77.8% |