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 | $33,122 | $71,215-53.5% | $93,696-64.6% | $80,935-59.1% |
| Participation rate | 42.6% | 60.4%-17.8pp | 68.7%-26.1pp | 67.7%-25.0pp |
| Annual return | 27.83% | 11.27%+16.6pp | 133.74%-105.9pp | 35.66%-7.8pp |
| Employer contribution / active EE | $1,385 | $1,565-11.5% | $2,422-42.8% | $2,757-49.8% |
| Participant deferral / active EE | $3,860 | $4,037-4.4% | $4,417-12.6% | $4,299-10.2% |
| Admin fee / account holder | $1,706 | $6,958-75.5% | $8,287-79.4% | $6,924-75.4% |