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 | $29,023 | $75,541-61.6% | $152,093-80.9% | $82,637-64.9% |
| Participation rate | 15.2% | 66.5%-51.3pp | 77.8%-62.5pp | 68.1%-52.8pp |
| Annual return | 19.08% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,302 | $3,206-59.4% | $5,451-76.1% | $4,126-68.5% |
| Admin fee / account holder | $3,225 | $6,405-49.7% | $14,497-77.8% | $7,339-56.1% |