Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,596 | $64,010-36.6% | $108,359-62.5% | $64,340-36.9% |
| Participation rate | 29.4% | 49.4%-20.0pp | 70.1%-40.7pp | 55.2%-25.8pp |
| Annual return | 15.63% | 19.74%-4.1pp | 36.89%-21.3pp | 24.14%-8.5pp |
| Employer contribution / active EE | $504 | $1,029-51.0% | $2,399-79.0% | $1,862-72.9% |
| Participant deferral / active EE | $1,512 | $2,395-36.9% | $4,137-63.5% | $2,980-49.3% |
| Admin fee / account holder | $510 | $4,885-89.6% | $9,741-94.8% | $3,703-86.2% |