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 | $23,198 | $62,164-62.7% | $81,482-71.5% | $74,400-68.8% |
| Participation rate | 46.4% | 64.1%-17.7pp | 69.5%-23.1pp | 67.2%-20.8pp |
| Annual return | 12.27% | 16.50%-4.2pp | 24.79%-12.5pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $0 | $1,884-100.0% | $2,463-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,507 | $3,230-53.3% | $3,885-61.2% | $4,348-65.3% |
| Admin fee / account holder | $7,141 | $1,923+271.4% | $5,761+23.9% | $1,944+267.4% |