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 | $50,090 | $182,442-72.5% | $163,379-69.3% | $138,895-63.9% |
| Participation rate | 65.0% | 79.8%-14.8pp | 76.8%-11.8pp | 79.9%-14.9pp |
| Annual return | 18.48% | 72.74%-54.3pp | 63.41%-44.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,006 | $6,817-55.9% | $6,282-52.1% | $6,396-53.0% |
| Admin fee / account holder | $6,135 | $10,396-41.0% | $9,818-37.5% | $12,562-51.2% |