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 | $28,050 | $76,407-63.3% | $150,298-81.3% | $82,448-66.0% |
| Participation rate | 68.3% | 66.4%+1.9pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 16.05% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,435 | $2,614-45.1% | $4,154-65.4% | $2,551-43.7% |
| Participant deferral / active EE | $2,530 | $3,214-21.3% | $5,453-53.6% | $4,139-38.9% |
| Admin fee / account holder | $1,876 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |