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 | $79,681 | $94,436-15.6% | $115,599-31.1% | $82,637-3.6% |
| Participation rate | 55.3% | 70.4%-15.2pp | 74.3%-19.0pp | 68.1%-12.8pp |
| Annual return | 13.76% | 18.37%-4.6pp | 111.10%-97.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,190 | $2,324-48.8% | $2,955-59.7% | $2,552-53.4% |
| Participant deferral / active EE | $1,832 | $3,955-53.7% | $4,889-62.5% | $4,126-55.6% |
| Admin fee / account holder | $972 | $10,328-90.6% | $12,841-92.4% | $7,339-86.8% |