Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,746 | $93,617-15.9% | $135,982-42.1% | $75,177+4.7% |
| Participation rate | 49.0% | 75.2%-26.2pp | 81.9%-32.9pp | 67.2%-18.2pp |
| Annual return | 15.91% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,421 | $3,538-59.8% | $4,859-70.7% | $2,671-46.8% |
| Participant deferral / active EE | $2,865 | $6,406-55.3% | $7,760-63.1% | $4,126-30.6% |
| Admin fee / account holder | $18,458 | $6,980+164.5% | $10,767+71.4% | $5,651+226.6% |