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 | $56,913 | $88,672-35.8% | $105,223-45.9% | $82,448-31.0% |
| Participation rate | 34.2% | 67.9%-33.7pp | 75.0%-40.8pp | 68.1%-33.9pp |
| Annual return | 18.60% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $971 | $3,048-68.1% | $3,689-73.7% | $2,551-61.9% |
| Participant deferral / active EE | $2,161 | $4,036-46.5% | $5,072-57.4% | $4,139-47.8% |
| Admin fee / account holder | $2,425 | $7,146-66.1% | $8,859-72.6% | $7,234-66.5% |