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 | $42,491 | $81,233-47.7% | $155,567-72.7% | $80,874-47.5% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.6%-22.8pp |
| Annual return | 18.35% | 33.33%-15.0pp | 64.74%-46.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $1,460 | $3,101-52.9% | $4,674-68.8% | $2,756-47.0% |
| Participant deferral / active EE | $3,936 | $3,452+14.0% | $5,628-30.1% | $4,297-8.4% |
| Admin fee / account holder | $1,287 | $7,998-83.9% | $15,916-91.9% | $6,935-81.4% |