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 | $103,513 | $127,386-18.7% | $115,037-10.0% | $125,388-17.4% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -1.76% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,367 | $6,423-47.6% | $6,026-44.1% | $5,352-37.1% |
| Admin fee / account holder | $1,602 | $9,516-83.2% | $8,175-80.4% | $9,541-83.2% |