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 | $68,739 | $101,752-32.4% | $164,928-58.3% | $80,911-15.0% |
| Participation rate | 61.7% | 71.8%-10.1pp | 78.6%-16.9pp | 67.6%-5.9pp |
| Annual return | 14.01% | 16.73%-2.7pp | 70.08%-56.1pp | 35.63%-21.6pp |
| Employer contribution / active EE | $3,085 | $2,953+4.5% | $4,343-29.0% | $2,756+11.9% |
| Participant deferral / active EE | $4,621 | $4,477+3.2% | $6,034-23.4% | $4,297+7.5% |
| Admin fee / account holder | $7,561 | $8,218-8.0% | $12,684-40.4% | $6,935+9.0% |