Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,495 | $81,358-35.5% | $155,556-66.3% | $80,959-35.2% |
| Participation rate | 35.6% | 66.3%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 13.35% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $964 | $3,106-69.0% | $4,675-79.4% | $2,757-65.1% |
| Participant deferral / active EE | $1,952 | $3,455-43.5% | $5,631-65.3% | $4,300-54.6% |
| Admin fee / account holder | $2,056 | $7,994-74.3% | $15,885-87.1% | $6,925-70.3% |