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 | $27,584 | $208,088-86.7% | $186,193-85.2% | $154,746-82.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 12.55% | 89.97%-77.4pp | 78.03%-65.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $987 | $4,340-77.3% | $3,918-74.8% | $4,379-77.5% |
| Participant deferral / active EE | $3,534 | $7,078-50.1% | $6,513-45.7% | $6,730-47.5% |
| Admin fee / account holder | $2,255 | $11,698-80.7% | $11,058-79.6% | $14,365-84.3% |