Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,755 | $178,174-83.3% | $156,181-80.9% | $137,256-78.3% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 19.84% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,449 | $4,972-70.9% | $4,294-66.3% | $4,156-65.1% |
| Participant deferral / active EE | $2,224 | $6,888-67.7% | $6,132-63.7% | $6,407-65.3% |
| Admin fee / account holder | $3,842 | $17,404-77.9% | $14,586-73.7% | $12,270-68.7% |