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 | $73,755 | $135,956-45.8% | $123,894-40.5% | $273,972-73.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.25% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,424 | $5,170-53.1% | $4,617-47.5% | $4,869-50.2% |
| Participant deferral / active EE | $4,113 | $6,343-35.2% | $5,984-31.3% | $5,287-22.2% |
| Admin fee / account holder | $2,795 | $9,817-71.5% | $8,357-66.6% | $10,133-72.4% |