Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,885 | $174,379-82.3% | $152,093-79.7% | $138,895-77.8% |
| Participation rate | 26.3% | 81.6%-55.3pp | 77.8%-51.5pp | 79.9%-53.6pp |
| Annual return | 32.13% | 74.86%-42.7pp | 66.36%-34.2pp | 145.39%-113.3pp |
| Employer contribution / active EE | $1,217 | $4,652-73.8% | $4,175-70.9% | $4,194-71.0% |
| Participant deferral / active EE | $2,775 | $6,159-55.0% | $5,451-49.1% | $6,396-56.6% |
| Admin fee / account holder | $1,428 | $16,880-91.5% | $14,497-90.1% | $12,562-88.6% |