Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,958 | $114,119-74.6% | $107,187-73.0% | $138,895-79.2% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 18.07% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,278 | $4,059-19.2% | $3,782-13.3% | $4,194-21.8% |
| Participant deferral / active EE | $3,917 | $5,538-29.3% | $5,096-23.1% | $6,396-38.8% |
| Admin fee / account holder | $414 | $10,024-95.9% | $9,162-95.5% | $12,562-96.7% |