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 | $125,641 | $124,425+1.0% | $112,040+12.1% | $137,256-8.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 13.37% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,326 | $3,411-61.1% | $2,954-55.1% | $4,156-68.1% |
| Participant deferral / active EE | $3,240 | $5,718-43.3% | $5,098-36.4% | $6,407-49.4% |
| Admin fee / account holder | $1,147 | $15,207-92.5% | $12,098-90.5% | $12,270-90.7% |