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 | $65,978 | $115,225-42.7% | $100,712-34.5% | $138,895-52.5% |
| Participation rate | 35.0% | 74.3%-39.3pp | 69.3%-34.3pp | 79.9%-44.9pp |
| Annual return | 16.30% | 40.35%-24.0pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $597 | $2,771-78.4% | $2,313-74.2% | $4,194-85.8% |
| Participant deferral / active EE | $5,359 | $4,699+14.0% | $4,085+31.2% | $6,396-16.2% |
| Admin fee / account holder | $2,613 | $10,844-75.9% | $9,256-71.8% | $12,562-79.2% |