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 | $50,986 | $47,848+6.6% | $81,473-37.4% | $70,126-27.3% |
| Participation rate | 39.5% | 58.3%-18.7pp | 68.0%-28.4pp | 69.5%-30.0pp |
| Annual return | 16.10% | 27.25%-11.2pp | 38.78%-22.7pp | 73.15%-57.1pp |
| Employer contribution / active EE | $350 | $1,527-77.1% | $2,568-86.4% | $2,343-85.1% |
| Participant deferral / active EE | $1,080 | $2,453-56.0% | $3,537-69.5% | $3,332-67.6% |
| Admin fee / account holder | $8,161 | $3,145+159.5% | $4,561+78.9% | $4,645+75.7% |