Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,164 | $58,828-47.0% | $78,002-60.0% | $62,881-50.4% |
| Participation rate | 18.2% | 71.1%-52.9pp | 75.5%-57.3pp | 69.3%-51.1pp |
| Annual return | 6.62% | 17.16%-10.5pp | 425.99%-419.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $558 | $1,672-66.6% | $2,470-77.4% | $2,281-75.5% |
| Participant deferral / active EE | $1,842 | $2,686-31.4% | $3,497-47.3% | $3,203-42.5% |
| Admin fee / account holder | $687 | $4,393-84.4% | $5,481-87.5% | $4,296-84.0% |