Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,786 | $174,379-89.8% | $152,093-88.3% | $138,895-87.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 25.58% | 74.86%-49.3pp | 66.36%-40.8pp | 145.39%-119.8pp |
| Employer contribution / active EE | $1,140 | $4,652-75.5% | $4,175-72.7% | $4,194-72.8% |
| Participant deferral / active EE | $2,087 | $6,159-66.1% | $5,451-61.7% | $6,396-67.4% |
| Admin fee / account holder | $722 | $16,880-95.7% | $14,497-95.0% | $12,562-94.3% |