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 | $71,646 | $81,276-11.8% | $155,574-53.9% | $80,925-11.5% |
| Participation rate | 35.7% | 66.2%-30.5pp | 78.2%-42.5pp | 67.7%-31.9pp |
| Annual return | 19.59% | 33.36%-13.8pp | 64.87%-45.3pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,199 | $3,103-61.4% | $4,676-74.4% | $2,756-56.5% |
| Participant deferral / active EE | $3,950 | $3,453+14.4% | $5,629-29.8% | $4,299-8.1% |
| Admin fee / account holder | $2,603 | $7,993-67.4% | $15,914-83.6% | $6,940-62.5% |