Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,730 | $106,749-64.7% | $145,433-74.1% | $82,448-54.2% |
| Participation rate | 54.0% | 75.6%-21.6pp | 82.1%-28.1pp | 68.1%-14.1pp |
| Annual return | 19.03% | 27.59%-8.6pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,745 | $3,444-49.3% | $4,554-61.7% | $2,551-31.6% |
| Participant deferral / active EE | $2,876 | $6,519-55.9% | $7,897-63.6% | $4,139-30.5% |
| Admin fee / account holder | $4,445 | $8,390-47.0% | $13,129-66.1% | $7,234-38.6% |