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 | $24,713 | $110,410-77.6% | $102,437-75.9% | $145,897-83.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.73% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,862 | $4,217-55.8% | $3,871-51.9% | $4,663-60.1% |
| Participant deferral / active EE | $5,125 | $5,622-8.8% | $5,060+1.3% | $6,689-23.4% |
| Admin fee / account holder | $4,105 | $9,745-57.9% | $8,388-51.1% | $13,390-69.3% |