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 | $43,145 | $56,134-23.1% | $96,171-55.1% | $85,847-49.7% |
| Participation rate | 27.1% | 56.7%-29.6pp | 68.4%-41.3pp | 69.3%-42.2pp |
| Annual return | 28.02% | 42.30%-14.3pp | 192.04%-164.0pp | 318.61%-290.6pp |
| Employer contribution / active EE | $280 | $1,620-82.7% | $2,799-90.0% | $2,565-89.1% |
| Participant deferral / active EE | $1,477 | $2,858-48.3% | $4,350-66.0% | $3,952-62.6% |
| Admin fee / account holder | $1,053 | $3,769-72.1% | $5,538-81.0% | $6,261-83.2% |