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 | $79,973 | $106,864-25.2% | $147,318-45.7% | $82,637-3.2% |
| Participation rate | 42.9% | 75.5%-32.6pp | 82.1%-39.2pp | 68.1%-25.2pp |
| Annual return | 15.24% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,198 | $3,417-64.9% | $4,593-73.9% | $2,552-53.0% |
| Participant deferral / active EE | $2,885 | $6,496-55.6% | $7,906-63.5% | $4,126-30.1% |
| Admin fee / account holder | $2,564 | $8,415-69.5% | $13,708-81.3% | $7,339-65.1% |