Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,496 | $99,875-55.4% | $146,866-69.7% | $86,983-48.8% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.5%-21.7pp | 69.5%-8.8pp |
| Annual return | 21.00% | 28.10%-7.1pp | 102.85%-81.8pp | 25.83%-4.8pp |
| Employer contribution / active EE | $1,239 | $3,224-61.6% | $4,425-72.0% | $2,584-52.1% |
| Participant deferral / active EE | $2,975 | $6,322-53.0% | $7,759-61.7% | $4,194-29.1% |
| Admin fee / account holder | $2,165 | $7,838-72.4% | $13,620-84.1% | $7,856-72.4% |