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 | $50,160 | $42,383+18.4% | $76,518-34.4% | $64,173-21.8% |
| Participation rate | 58.2% | 58.1%0pp | 68.0%-9.8pp | 69.6%-11.4pp |
| Annual return | -3.00% | -16.54%+13.5pp | -0.27%-2.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,197 | $1,563+40.5% | $2,647-17.0% | $2,381-7.7% |
| Participant deferral / active EE | $4,308 | $2,566+67.9% | $3,836+12.3% | $3,470+24.2% |
| Admin fee / account holder | $3,686 | $3,198+15.3% | $4,849-24.0% | $4,887-24.6% |