Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $36,413 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 12.94% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,592 | $4,769-66.6% | $4,268-62.7% | $4,379-63.6% |
| Participant deferral / active EE | $11,718 | $6,350+84.5% | $5,630+108.1% | $6,730+74.1% |
| Admin fee / account holder | $392 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |