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 | $52,832 | $65,027-18.8% | $90,970-41.9% | $79,852-33.8% |
| Participation rate | 60.2% | 61.6%-1.4pp | 69.0%-8.8pp | 69.6%-9.4pp |
| Annual return | 18.99% | 30.45%-11.5pp | 134.58%-115.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,428 | $1,247+14.5% | $2,122-32.7% | $2,471-42.2% |
| Participant deferral / active EE | $3,038 | $2,512+20.9% | $3,373-10.0% | $3,740-18.8% |
| Admin fee / account holder | $1,496 | $4,535-67.0% | $5,960-74.9% | $5,306-71.8% |