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 | $14,997 | $77,814-80.7% | $158,223-90.5% | $86,983-82.8% |
| Participation rate | 40.4% | 68.4%-28.0pp | 79.2%-38.8pp | 69.5%-29.2pp |
| Annual return | 19.31% | 30.54%-11.2pp | 52.09%-32.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $379 | $2,592-85.4% | $4,109-90.8% | $2,584-85.3% |
| Participant deferral / active EE | $1,101 | $3,270-66.3% | $5,467-79.9% | $4,194-73.7% |
| Admin fee / account holder | $731 | $5,879-87.6% | $16,047-95.4% | $7,856-90.7% |