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 | $193,351 | $64,716+198.8% | $112,258+72.2% | $68,495+182.3% |
| Participation rate | 48.9% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.0pp |
| Annual return | -15.66% | -11.40%-4.3pp | 27.47%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,580 | $2,746-42.5% | $3,636-56.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,536 | $3,565-0.8% | $4,728-25.2% | $4,028-12.2% |
| Admin fee / account holder | $10,882 | $5,232+108.0% | $6,411+69.7% | $5,403+101.4% |