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 | $62,056 | $85,060-27.0% | $70,565-12.1% | $139,487-55.5% |
| Participation rate | 68.2% | 73.9%-5.7pp | 68.4%-0.2pp | 80.3%-12.2pp |
| Annual return | 16.60% | 30.39%-13.8pp | 32.79%-16.2pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,608 | $3,912-7.8% | $2,976+21.2% | $4,755-24.1% |
| Participant deferral / active EE | $8,139 | $5,891+38.1% | $4,568+78.2% | $6,713+21.2% |
| Admin fee / account holder | $8,299 | $8,932-7.1% | $6,430+29.1% | $11,407-27.2% |