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 | $58,917 | $79,867-26.2% | $120,344-51.0% | $64,340-8.4% |
| Participation rate | 41.0% | 63.0%-22.0pp | 76.7%-35.8pp | 55.2%-14.3pp |
| Annual return | 19.20% | 21.10%-1.9pp | 20.30%-1.1pp | 24.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,223 | $3,593-38.1% | $5,135-56.7% | $2,980-25.4% |
| Admin fee / account holder | $6,261 | $5,039+24.3% | $12,742-50.9% | $3,703+69.1% |