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 | $57,050 | $103,387-44.8% | $87,102-34.5% | $152,885-62.7% |
| Participation rate | 53.3% | 79.4%-26.0pp | 76.9%-23.5pp | 82.5%-29.1pp |
| Annual return | 22.23% | 28.10%-5.9pp | 28.19%-6.0pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,188 | $3,221-63.1% | $2,521-52.9% | $4,763-75.1% |
| Participant deferral / active EE | $3,232 | $4,778-32.4% | $4,048-20.2% | $5,851-44.8% |
| Admin fee / account holder | $1,324 | $12,193-89.1% | $7,491-82.3% | $11,598-88.6% |