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 | $66,968 | $51,638+29.7% | $68,368-2.0% | $82,448-18.8% |
| Participation rate | 45.7% | 63.6%-17.9pp | 73.8%-28.0pp | 68.1%-22.4pp |
| Annual return | 17.04% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,264 | $2,047-38.2% | $2,649-52.3% | $2,551-50.4% |
| Participant deferral / active EE | $1,745 | $2,914-40.1% | $4,123-57.7% | $4,139-57.8% |
| Admin fee / account holder | $698 | $4,643-85.0% | $5,150-86.4% | $7,234-90.4% |