Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,516 | $73,978-11.4% | $96,515-32.1% | $75,173-12.8% |
| Participation rate | 64.3% | 66.4%-2.1pp | 74.3%-10.1pp | 67.2%-2.9pp |
| Annual return | 20.53% | 26.72%-6.2pp | 35.73%-15.2pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,610 | $2,931+23.2% | $3,740-3.5% | $2,671+35.2% |
| Participant deferral / active EE | $7,470 | $3,660+104.1% | $4,880+53.1% | $4,126+81.0% |
| Admin fee / account holder | $4,162 | $5,219-20.3% | $6,735-38.2% | $5,651-26.4% |