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 | $47,976 | $64,920-26.1% | $103,693-53.7% | $86,983-44.8% |
| Participation rate | 60.0% | 63.6%-3.6pp | 72.6%-12.6pp | 69.5%-9.5pp |
| Annual return | 14.08% | 30.29%-16.2pp | 47.61%-33.5pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $874 | $3,241-73.0% | $4,579-80.9% | $4,194-79.2% |
| Admin fee / account holder | $1,182 | $6,191-80.9% | $7,858-85.0% | $7,856-85.0% |