Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,424 | $77,920-48.1% | $149,723-73.0% | $75,177-46.2% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.3pp | 67.2%-1.7pp |
| Annual return | 28.92% | 31.72%-2.8pp | 134.50%-105.6pp | 160.75%-131.8pp |
| Employer contribution / active EE | $2,409 | $3,138-23.2% | $4,821-50.0% | $2,671-9.8% |
| Participant deferral / active EE | $4,709 | $3,411+38.0% | $5,682-17.1% | $4,126+14.1% |
| Admin fee / account holder | $4,207 | $5,951-29.3% | $13,215-68.2% | $5,651-25.5% |