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 | $83,514 | $106,588-21.6% | $94,215-11.4% | $155,188-46.2% |
| Participation rate | 57.1% | 74.3%-17.1pp | 70.0%-12.8pp | 80.8%-23.7pp |
| Annual return | 12.96% | 29.39%-16.4pp | 28.22%-15.3pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,885 | $3,080-38.8% | $2,675-29.6% | $4,248-55.6% |
| Participant deferral / active EE | $4,455 | $4,802-7.2% | $4,276+4.2% | $6,531-31.8% |
| Admin fee / account holder | $1,763 | $12,281-85.6% | $10,216-82.7% | $14,480-87.8% |