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 | $18,952 | $106,588-82.2% | $94,215-79.9% | $155,188-87.8% |
| Participation rate | 40.9% | 74.3%-33.4pp | 70.0%-29.0pp | 80.8%-39.9pp |
| Annual return | 28.42% | 29.39%-1.0pp | 28.22%+0.2pp | 148.84%-120.4pp |
| Employer contribution / active EE | $503 | $3,080-83.7% | $2,675-81.2% | $4,248-88.2% |
| Participant deferral / active EE | $3,614 | $4,802-24.7% | $4,276-15.5% | $6,531-44.7% |
| Admin fee / account holder | $578 | $12,281-95.3% | $10,216-94.3% | $14,480-96.0% |