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 | $106,484 | $72,177+47.5% | $115,038-7.4% | $59,633+78.6% |
| Participation rate | 45.2% | 72.6%-27.3pp | 81.4%-36.1pp | 68.7%-23.4pp |
| Annual return | -0.53% | 12.02%-12.5pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $897 | $2,841-68.4% | $4,608-80.5% | $2,203-59.3% |
| Participant deferral / active EE | $4,814 | $4,783+0.7% | $6,026-20.1% | $3,192+50.8% |
| Admin fee / account holder | $4,991 | $4,927+1.3% | $8,175-38.9% | $4,297+16.2% |