Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,100 | $78,690-87.2% | $161,489-93.7% | $87,485-88.5% |
| Participation rate | 34.1% | 67.5%-33.4pp | 78.7%-44.6pp | 68.9%-34.8pp |
| Annual return | 21.38% | 32.74%-11.4pp | 89.72%-68.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $623 | $2,588-75.9% | $4,268-85.4% | $2,596-76.0% |
| Participant deferral / active EE | $1,093 | $3,311-67.0% | $5,630-80.6% | $4,274-74.4% |
| Admin fee / account holder | $1,866 | $6,724-72.3% | $16,006-88.3% | $7,775-76.0% |