Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $206,201 | $81,870+151.9% | $119,608+72.4% | $68,495+201.0% |
| Participation rate | 56.7% | 71.9%-15.2pp | 79.3%-22.6pp | 67.9%-11.2pp |
| Annual return | -17.59% | -23.82%+6.2pp | -14.98%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,842 | $2,692-31.6% | $4,232-56.5% | $2,596-29.1% |
| Participant deferral / active EE | $3,333 | $4,148-19.7% | $5,601-40.5% | $4,028-17.3% |
| Admin fee / account holder | $4,298 | $6,583-34.7% | $10,326-58.4% | $5,403-20.5% |