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 | $135,342 | $106,524+27.1% | $152,301-11.1% | $87,485+54.7% |
| Participation rate | 40.6% | 75.8%-35.1pp | 82.4%-41.8pp | 68.9%-28.3pp |
| Annual return | 14.19% | 26.89%-12.7pp | 80.50%-66.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,625 | $6,525-44.4% | $8,004-54.7% | $4,274-15.2% |
| Admin fee / account holder | $17,928 | $8,287+116.4% | $14,398+24.5% | $7,775+130.6% |