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 | $50,087 | $78,428-36.1% | $95,960-47.8% | $79,852-37.3% |
| Participation rate | 66.0% | 73.5%-7.5pp | 77.1%-11.0pp | 69.6%-3.6pp |
| Annual return | 17.14% | 19.37%-2.2pp | 91.63%-74.5pp | 31.72%-14.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,825 | $3,440-17.9% | $4,167-32.2% | $3,740-24.5% |
| Admin fee / account holder | $873 | $5,622-84.5% | $6,797-87.2% | $5,306-83.5% |