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 | $36,883 | $199,109-81.5% | $173,730-78.8% | $154,746-76.2% |
| Participation rate | 23.5% | 82.8%-59.3pp | 79.6%-56.0pp | 80.7%-57.2pp |
| Annual return | 21.93% | 20.02%+1.9pp | 19.96%+2.0pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,364 | $5,311-74.3% | $4,577-70.2% | $4,379-68.9% |
| Participant deferral / active EE | $3,390 | $7,113-52.3% | $6,326-46.4% | $6,730-49.6% |
| Admin fee / account holder | $7,722 | $20,916-63.1% | $17,523-55.9% | $14,365-46.2% |