Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,976 | $94,439-83.1% | $73,658-78.3% | $154,746-89.7% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 27.17% | 28.25%-1.1pp | 29.72%-2.5pp | 172.34%-145.2pp |
| Employer contribution / active EE | $245 | $1,257-80.5% | $1,032-76.2% | $4,379-94.4% |
| Participant deferral / active EE | $1,394 | $2,527-44.9% | $2,062-32.4% | $6,730-79.3% |
| Admin fee / account holder | $1,043 | $3,843-72.9% | $3,357-68.9% | $14,365-92.7% |