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 | $65,265 | $81,358-19.8% | $155,556-58.0% | $80,959-19.4% |
| Participation rate | 51.7% | 66.3%-14.5pp | 78.2%-26.5pp | 67.7%-15.9pp |
| Annual return | 13.00% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $700 | $3,106-77.5% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $2,601 | $3,455-24.7% | $5,631-53.8% | $4,300-39.5% |
| Admin fee / account holder | $825 | $7,994-89.7% | $15,885-94.8% | $6,925-88.1% |