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 | $36,170 | $91,559-60.5% | $133,978-73.0% | $79,856-54.7% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.2pp | 69.6%-2.0pp |
| Annual return | 16.57% | 61.85%-45.3pp | 45.10%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,359 | $2,384-43.0% | $3,919-65.3% | $2,471-45.0% |
| Participant deferral / active EE | $3,348 | $3,734-10.3% | $5,047-33.7% | $3,741-10.5% |
| Admin fee / account holder | $3,895 | $6,321-38.4% | $8,930-56.4% | $5,306-26.6% |