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 | $112,330 | $131,835-14.8% | $108,582+3.5% | $273,972-59.0% |
| Participation rate | 35.0% | 83.5%-48.5pp | 79.6%-44.6pp | 83.0%-48.0pp |
| Annual return | 8.99% | -91.57%+100.6pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $989 | $4,913-79.9% | $3,758-73.7% | $4,869-79.7% |
| Participant deferral / active EE | $4,339 | $5,127-15.4% | $4,311+0.7% | $5,287-17.9% |
| Admin fee / account holder | $1,035 | $10,253-89.9% | $7,645-86.5% | $10,133-89.8% |