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 | $32,116 | $110,307-70.9% | $96,576-66.7% | $139,456-77.0% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 18.68% | 26.40%-7.7pp | 25.87%-7.2pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,653 | $3,619-54.3% | $2,965-44.2% | $4,753-65.2% |
| Participant deferral / active EE | $2,181 | $5,547-60.7% | $4,851-55.0% | $6,711-67.5% |
| Admin fee / account holder | $1,212 | $11,597-89.5% | $8,253-85.3% | $11,407-89.4% |