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 | $58,914 | $63,433-7.1% | $63,803-7.7% | $64,097-8.1% |
| Participation rate | 56.7% | 65.0%-8.4pp | 72.7%-16.0pp | 55.2%+1.5pp |
| Annual return | 14.75% | 20.74%-6.0pp | 543.72%-529.0pp | 34.64%-19.9pp |
| Employer contribution / active EE | $1,174 | $2,332-49.6% | $2,532-53.6% | $1,891-37.9% |
| Participant deferral / active EE | $3,614 | $3,119+15.9% | $3,843-6.0% | $3,080+17.3% |
| Admin fee / account holder | $4,035 | $1,489+170.9% | $5,196-22.4% | $3,454+16.8% |