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 | $58,965 | $88,672-33.5% | $105,223-44.0% | $82,448-28.5% |
| Participation rate | 51.0% | 67.9%-16.9pp | 75.0%-24.0pp | 68.1%-17.0pp |
| Annual return | 13.53% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,299 | $3,048-57.4% | $3,689-64.8% | $2,551-49.1% |
| Participant deferral / active EE | $2,740 | $4,036-32.1% | $5,072-46.0% | $4,139-33.8% |
| Admin fee / account holder | $12,213 | $7,146+70.9% | $8,859+37.9% | $7,234+68.8% |