Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,258 | $65,041-47.3% | $90,965-62.3% | $79,858-57.1% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.8pp |
| Annual return | 15.93% | 30.45%-14.5pp | 134.57%-118.6pp | 31.72%-15.8pp |
| Employer contribution / active EE | $959 | $1,247-23.1% | $2,122-54.8% | $2,471-61.2% |
| Participant deferral / active EE | $2,719 | $2,512+8.2% | $3,373-19.4% | $3,740-27.3% |
| Admin fee / account holder | $1,981 | $4,536-56.3% | $5,960-66.8% | $5,306-62.7% |