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 | $85,242 | $81,262+4.9% | $155,602-45.2% | $80,911+5.4% |
| Participation rate | 35.3% | 66.2%-30.9pp | 78.2%-42.9pp | 67.6%-32.4pp |
| Annual return | 12.96% | 33.34%-20.4pp | 64.81%-51.8pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,222 | $3,451+22.3% | $5,629-25.0% | $4,297-1.7% |
| Admin fee / account holder | $9,780 | $7,992+22.4% | $15,923-38.6% | $6,935+41.0% |