Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,970 | $65,696-33.1% | $56,429-22.1% | $147,586-70.2% |
| Participation rate | 62.5% | 85.5%-23.0pp | 80.0%-17.5pp | 82.8%-20.3pp |
| Annual return | 18.79% | 13.32%+5.5pp | 19.04%-0.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $3,132 | $4,121-24.0% | $3,405-8.0% | $4,876-35.8% |
| Participant deferral / active EE | $6,958 | $4,876+42.7% | $3,951+76.1% | $5,439+27.9% |
| Admin fee / account holder | $2,427 | $5,947-59.2% | $4,466-45.7% | $10,886-77.7% |