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 | $68,145 | $72,273-5.7% | $101,275-32.7% | $79,856-14.7% |
| Participation rate | 58.5% | 68.5%-10.0pp | 75.8%-17.3pp | 69.6%-11.2pp |
| Annual return | 13.30% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,891 | $2,691-29.7% | $3,660-48.3% | $2,471-23.5% |
| Participant deferral / active EE | $3,449 | $3,282+5.1% | $4,371-21.1% | $3,741-7.8% |
| Admin fee / account holder | $1,824 | $4,401-58.6% | $5,948-69.3% | $5,306-65.6% |