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 | $54,100 | $67,411-19.7% | $91,004-40.6% | $70,126-22.9% |
| Participation rate | 48.1% | 71.4%-23.2pp | 75.6%-27.5pp | 69.5%-21.4pp |
| Annual return | 12.53% | -40.16%+52.7pp | 4.60%+7.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,856 | $2,823-34.2% | $3,548-47.7% | $3,332-44.3% |
| Admin fee / account holder | $1,685 | $4,236-60.2% | $5,417-68.9% | $4,645-63.7% |