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 | $35,379 | $106,864-66.9% | $147,318-76.0% | $82,637-57.2% |
| Participation rate | 40.0% | 75.5%-35.5pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 19.62% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $1,383 | $3,417-59.5% | $4,593-69.9% | $2,552-45.8% |
| Participant deferral / active EE | $2,490 | $6,496-61.7% | $7,906-68.5% | $4,126-39.6% |
| Admin fee / account holder | $1,375 | $8,415-83.7% | $13,708-90.0% | $7,339-81.3% |