Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,337 | $154,228-57.0% | $145,433-54.4% | $137,256-51.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,043 | $4,804-57.5% | $4,554-55.1% | $4,156-50.8% |
| Participant deferral / active EE | $4,362 | $8,216-46.9% | $7,897-44.8% | $6,407-31.9% |
| Admin fee / account holder | $1,741 | $14,344-87.9% | $13,129-86.7% | $12,270-85.8% |