Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,240 | $108,825-57.5% | $156,181-70.4% | $82,448-43.9% |
| Participation rate | 37.0% | 72.4%-35.3pp | 78.8%-41.8pp | 68.1%-31.0pp |
| Annual return | 15.78% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,291 | $2,870-55.0% | $4,294-69.9% | $2,551-49.4% |
| Participant deferral / active EE | $3,523 | $4,577-23.0% | $6,132-42.5% | $4,139-14.9% |
| Admin fee / account holder | $3,685 | $9,341-60.6% | $14,586-74.7% | $7,234-49.1% |