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 | $23,442 | $78,690-70.2% | $161,489-85.5% | $87,485-73.2% |
| Participation rate | 25.3% | 67.5%-42.2pp | 78.7%-53.4pp | 68.9%-43.6pp |
| Annual return | 14.28% | 32.74%-18.5pp | 89.72%-75.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $475 | $2,588-81.7% | $4,268-88.9% | $2,596-81.7% |
| Participant deferral / active EE | $1,813 | $3,311-45.2% | $5,630-67.8% | $4,274-57.6% |
| Admin fee / account holder | $3,480 | $6,724-48.2% | $16,006-78.3% | $7,775-55.2% |