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 | $29,281 | $87,166-66.4% | $76,735-61.8% | $137,256-78.7% |
| Participation rate | 47.1% | 74.4%-27.3pp | 69.5%-22.4pp | 80.0%-32.9pp |
| Annual return | 16.64% | 26.50%-9.9pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,122 | $2,904-61.4% | $2,454-54.3% | $4,156-73.0% |
| Participant deferral / active EE | $3,133 | $4,726-33.7% | $4,088-23.4% | $6,407-51.1% |
| Admin fee / account holder | $1,339 | $8,403-84.1% | $7,189-81.4% | $12,270-89.1% |