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 | $34,016 | $76,407-55.5% | $150,298-77.4% | $82,448-58.7% |
| Participation rate | 53.6% | 66.4%-12.8pp | 77.8%-24.2pp | 68.1%-14.5pp |
| Annual return | 20.32% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,019 | $2,614-61.0% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,358 | $3,214-26.6% | $5,453-56.7% | $4,139-43.0% |
| Admin fee / account holder | $922 | $6,352-85.5% | $14,116-93.5% | $7,234-87.3% |