Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,883 | $201,264-70.2% | $184,185-67.5% | $145,978-59.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 24.03% | 29.00%-5.0pp | 28.81%-4.8pp | 550.52%-526.5pp |
| Employer contribution / active EE | $2,059 | $7,021-70.7% | $6,426-68.0% | $4,662-55.8% |
| Participant deferral / active EE | $8,547 | $9,806-12.8% | $9,132-6.4% | $6,690+27.8% |
| Admin fee / account holder | $1,628 | $16,376-90.1% | $13,909-88.3% | $13,400-87.8% |