Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,930 | $73,978-31.2% | $96,515-47.2% | $75,173-32.2% |
| Participation rate | 38.7% | 66.4%-27.8pp | 74.3%-35.7pp | 67.2%-28.5pp |
| Annual return | 16.74% | 26.72%-10.0pp | 35.73%-19.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,155 | $2,931-60.6% | $3,740-69.1% | $2,671-56.8% |
| Participant deferral / active EE | $2,407 | $3,660-34.2% | $4,880-50.7% | $4,126-41.7% |
| Admin fee / account holder | $7,221 | $5,219+38.4% | $6,735+7.2% | $5,651+27.8% |