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 | $23,366 | $56,054-58.3% | $171,082-86.3% | $62,881-62.8% |
| Participation rate | 43.2% | 62.9%-19.7pp | 76.7%-33.5pp | 69.3%-26.1pp |
| Annual return | 20.12% | 22.52%-2.4pp | 32.56%-12.4pp | 20.14%0pp |
| Employer contribution / active EE | $640 | $1,731-63.0% | $4,002-84.0% | $2,281-72.0% |
| Participant deferral / active EE | $2,172 | $3,158-31.2% | $4,797-54.7% | $3,203-32.2% |
| Admin fee / account holder | $1,917 | $3,647-47.4% | $8,520-77.5% | $4,296-55.4% |