Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,200 | $58,627-77.5% | $76,735-82.8% | $82,448-84.0% |
| Participation rate | 64.3% | 63.2%+1.1pp | 69.5%-5.2pp | 68.1%-3.8pp |
| Annual return | 17.83% | 39.10%-21.3pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,752 | $3,134-12.2% | $4,088-32.7% | $4,139-33.5% |
| Admin fee / account holder | $1,394 | $5,323-73.8% | $7,189-80.6% | $7,234-80.7% |