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 | $18,773 | $81,276-76.9% | $155,574-87.9% | $80,925-76.8% |
| Participation rate | 32.3% | 66.2%-34.0pp | 78.2%-46.0pp | 67.7%-35.4pp |
| Annual return | 12.40% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,278 | $3,453-34.0% | $5,629-59.5% | $4,299-47.0% |
| Admin fee / account holder | $773 | $7,993-90.3% | $15,914-95.1% | $6,940-88.9% |