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 | $71,807 | $138,312-48.1% | $122,979-41.6% | $155,188-53.7% |
| Participation rate | 69.2% | 80.2%-11.0pp | 77.2%-8.0pp | 80.8%-11.6pp |
| Annual return | 20.12% | 22.06%-1.9pp | 20.12%0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,666 | $3,530-52.8% | $3,062-45.6% | $4,248-60.8% |
| Participant deferral / active EE | $3,691 | $5,592-34.0% | $5,003-26.2% | $6,531-43.5% |
| Admin fee / account holder | $8,713 | $15,089-42.3% | $12,864-32.3% | $14,480-39.8% |