Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,835 | $110,137-67.5% | $161,149-77.8% | $82,637-56.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 17.05% | 20.69%-3.6pp | 21.16%-4.1pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,808 | $2,856-1.7% | $4,360-35.6% | $2,552+10.0% |
| Participant deferral / active EE | $4,738 | $4,575+3.6% | $6,153-23.0% | $4,126+14.8% |
| Admin fee / account holder | $440 | $9,467-95.4% | $15,194-97.1% | $7,339-94.0% |