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 | $80,294 | $114,013-29.6% | $103,693-22.6% | $155,188-48.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 18.08% | 49.31%-31.2pp | 47.61%-29.5pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,095 | $3,131-65.0% | $2,920-62.5% | $4,248-74.2% |
| Participant deferral / active EE | $3,535 | $4,970-28.9% | $4,579-22.8% | $6,531-45.9% |
| Admin fee / account holder | $1,362 | $8,407-83.8% | $7,858-82.7% | $14,480-90.6% |