Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,466 | $61,125-74.7% | $94,057-83.6% | $87,485-82.3% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.3%-31.0pp | 68.9%-26.6pp |
| Annual return | 18.23% | 35.20%-17.0pp | 480.62%-462.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $575 | $2,136-73.1% | $2,933-80.4% | $2,596-77.8% |
| Participant deferral / active EE | $1,306 | $3,260-59.9% | $4,709-72.3% | $4,274-69.4% |
| Admin fee / account holder | $1,576 | $5,629-72.0% | $7,244-78.3% | $7,775-79.7% |