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 | $53,216 | $72,177-26.3% | $115,037-53.7% | $59,633-10.8% |
| Participation rate | 67.9% | 72.6%-4.7pp | 81.4%-13.5pp | 68.7%-0.8pp |
| Annual return | -2.18% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $3,575 | $2,841+25.8% | $4,608-22.4% | $2,203+62.3% |
| Participant deferral / active EE | $6,682 | $4,783+39.7% | $6,026+10.9% | $3,192+109.4% |
| Admin fee / account holder | $4,004 | $4,927-18.7% | $8,175-51.0% | $4,297-6.8% |