Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,360 | $81,233-63.9% | $155,567-81.1% | $80,874-63.7% |
| Participation rate | 63.4% | 66.2%-2.9pp | 78.2%-14.8pp | 67.6%-4.3pp |
| Annual return | 16.90% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $2,019 | $3,101-34.9% | $4,674-56.8% | $2,756-26.7% |
| Participant deferral / active EE | $3,351 | $3,452-2.9% | $5,628-40.4% | $4,297-22.0% |
| Admin fee / account holder | $851 | $7,998-89.4% | $15,916-94.7% | $6,935-87.7% |