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 | $37,448 | $93,589-60.0% | $135,942-72.5% | $75,181-50.2% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 18.65% | 30.90%-12.2pp | 68.28%-49.6pp | 160.69%-142.0pp |
| Employer contribution / active EE | $2,298 | $3,537-35.0% | $4,858-52.7% | $2,671-14.0% |
| Participant deferral / active EE | $3,304 | $6,405-48.4% | $7,759-57.4% | $4,126-19.9% |
| Admin fee / account holder | $1,499 | $6,977-78.5% | $10,764-86.1% | $5,650-73.5% |