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 | $55,084 | $167,415-67.1% | $140,514-60.8% | $198,609-72.3% |
| Participation rate | 60.9% | 80.9%-20.0pp | 77.8%-16.9pp | 82.4%-21.5pp |
| Annual return | 15.27% | 13.85%+1.4pp | 14.36%+0.9pp | 202.70%-187.4pp |
| Employer contribution / active EE | $3,818 | $4,088-6.6% | $3,378+13.0% | $5,055-24.5% |
| Participant deferral / active EE | $3,244 | $5,579-41.9% | $4,919-34.1% | $6,977-53.5% |
| Admin fee / account holder | $3,127 | $16,730-81.3% | $13,697-77.2% | $19,030-83.6% |