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 | $25,782 | $50,554-49.0% | $67,681-61.9% | $87,485-70.5% |
| Participation rate | 25.9% | 67.7%-41.8pp | 73.7%-47.8pp | 68.9%-43.0pp |
| Annual return | 16.49% | 17.81%-1.3pp | 590.58%-574.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $757 | $1,988-61.9% | $2,678-71.7% | $2,596-70.8% |
| Participant deferral / active EE | $1,300 | $2,961-56.1% | $3,976-67.3% | $4,274-69.6% |
| Admin fee / account holder | $3,926 | $4,132-5.0% | $6,100-35.6% | $7,775-49.5% |