Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,989 | $73,955-40.5% | $96,520-54.4% | $75,181-41.5% |
| Participation rate | 60.7% | 66.4%-5.7pp | 74.3%-13.6pp | 67.2%-6.5pp |
| Annual return | 17.49% | 26.72%-9.2pp | 35.72%-18.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $2,067 | $2,930-29.5% | $3,739-44.7% | $2,671-22.6% |
| Participant deferral / active EE | $3,237 | $3,659-11.5% | $4,879-33.7% | $4,126-21.5% |
| Admin fee / account holder | $2,872 | $5,217-45.0% | $6,733-57.4% | $5,650-49.2% |