Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,431 | $49,024-76.7% | $112,860-89.9% | $87,485-86.9% |
| Participation rate | 55.2% | 62.2%-7.0pp | 66.3%-11.1pp | 68.9%-13.8pp |
| Annual return | 15.31% | 43.86%-28.5pp | 35.26%-19.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,099 | $2,209-50.2% | $3,493-68.5% | $4,274-74.3% |
| Admin fee / account holder | $1,502 | $6,266-76.0% | $6,841-78.0% | $7,775-80.7% |