Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,633 | $177,156-61.8% | $147,027-54.0% | $154,746-56.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 18.34% | 21.94%-3.6pp | 20.23%-1.9pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,517 | $4,336-65.0% | $3,626-58.2% | $4,379-65.4% |
| Participant deferral / active EE | $3,258 | $5,797-43.8% | $4,933-33.9% | $6,730-51.6% |
| Admin fee / account holder | $636 | $14,904-95.7% | $12,223-94.8% | $14,365-95.6% |