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 | $61,275 | $75,541-18.9% | $152,093-59.7% | $82,637-25.9% |
| Participation rate | 21.1% | 66.5%-45.5pp | 77.8%-56.7pp | 68.1%-47.0pp |
| Annual return | 13.98% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,544 | $3,206-20.7% | $5,451-53.3% | $4,126-38.4% |
| Admin fee / account holder | $624 | $6,405-90.3% | $14,497-95.7% | $7,339-91.5% |