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 | $34,629 | $73,988-53.2% | $96,538-64.1% | $75,177-53.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 18.63% | 26.73%-8.1pp | 35.74%-17.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $4,050 | $2,930+38.2% | $3,740+8.3% | $2,671+51.6% |
| Participant deferral / active EE | $6,008 | $3,660+64.1% | $4,880+23.1% | $4,126+45.6% |
| Admin fee / account holder | $4,408 | $5,220-15.5% | $6,737-34.6% | $5,651-22.0% |