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 | $40,666 | $73,955-45.0% | $96,520-57.9% | $75,181-45.9% |
| Participation rate | 64.8% | 66.4%-1.6pp | 74.3%-9.5pp | 67.2%-2.4pp |
| Annual return | 45.53% | 26.72%+18.8pp | 35.72%+9.8pp | 160.69%-115.2pp |
| Employer contribution / active EE | $2,313 | $2,930-21.1% | $3,739-38.1% | $2,671-13.4% |
| Participant deferral / active EE | $4,004 | $3,659+9.4% | $4,879-17.9% | $4,126-2.9% |
| Admin fee / account holder | $3,588 | $5,217-31.2% | $6,733-46.7% | $5,650-36.5% |