Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,681 | $112,729-66.6% | $98,716-61.8% | $137,256-72.5% |
| Participation rate | 36.8% | 74.2%-37.4pp | 69.3%-32.5pp | 80.0%-43.1pp |
| Annual return | 19.37% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $798 | $2,725-70.7% | $2,279-65.0% | $4,156-80.8% |
| Participant deferral / active EE | $1,871 | $4,640-59.7% | $4,048-53.8% | $6,407-70.8% |
| Admin fee / account holder | $6,834 | $10,129-32.5% | $8,703-21.5% | $12,270-44.3% |