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 | $25,394 | $96,508-73.7% | $75,901-66.5% | $152,897-83.4% |
| Participation rate | 68.2% | 76.2%-8.0pp | 69.3%-1.1pp | 82.5%-14.3pp |
| Annual return | 29.96% | 33.99%-4.0pp | 30.76%-0.8pp | 345.43%-315.5pp |
| Employer contribution / active EE | $1,406 | $3,310-57.5% | $2,501-43.8% | $4,764-70.5% |
| Participant deferral / active EE | $3,075 | $4,554-32.5% | $3,603-14.6% | $5,851-47.4% |
| Admin fee / account holder | $509 | $8,081-93.7% | $5,420-90.6% | $11,599-95.6% |