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 | $29,370 | $98,766-70.3% | $149,730-80.4% | $79,852-63.2% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.5%-37.7pp | 69.6%-24.8pp |
| Annual return | 28.58% | 27.43%+1.2pp | 276.70%-248.1pp | 31.72%-3.1pp |
| Employer contribution / active EE | $2,524 | $3,217-21.5% | $4,645-45.7% | $2,471+2.1% |
| Participant deferral / active EE | $9,019 | $5,681+58.8% | $6,843+31.8% | $3,740+141.1% |
| Admin fee / account holder | $685 | $6,052-88.7% | $9,310-92.6% | $5,306-87.1% |