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 | $64,622 | $77,814-17.0% | $158,223-59.2% | $86,983-25.7% |
| Participation rate | 26.3% | 68.4%-42.2pp | 79.2%-53.0pp | 69.5%-43.3pp |
| Annual return | 16.57% | 30.54%-14.0pp | 52.09%-35.5pp | 25.83%-9.3pp |
| Employer contribution / active EE | $630 | $2,592-75.7% | $4,109-84.7% | $2,584-75.6% |
| Participant deferral / active EE | $1,780 | $3,270-45.6% | $5,467-67.4% | $4,194-57.6% |
| Admin fee / account holder | $5,038 | $5,879-14.3% | $16,047-68.6% | $7,856-35.9% |