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 | $48,760 | $88,360-44.8% | $145,433-66.5% | $67,986-28.3% |
| Participation rate | 60.9% | 65.5%-4.6pp | 82.1%-21.2pp | 57.2%+3.7pp |
| Annual return | 19.62% | 63.15%-43.5pp | 66.58%-47.0pp | 31.67%-12.0pp |
| Employer contribution / active EE | $2,107 | $3,054-31.0% | $4,554-53.7% | $2,019+4.4% |
| Participant deferral / active EE | $5,827 | $5,932-1.8% | $7,897-26.2% | $3,358+73.5% |
| Admin fee / account holder | $7,105 | $3,313+114.4% | $13,129-45.9% | $3,203+121.8% |