Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $94,830 | $110,212-14.0% | $96,534-1.8% | $139,466-32.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 16.92% | 26.42%-9.5pp | 25.88%-9.0pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,512 | $3,620-58.2% | $2,965-49.0% | $4,754-68.2% |
| Participant deferral / active EE | $8,570 | $5,547+54.5% | $4,851+76.7% | $6,712+27.7% |
| Admin fee / account holder | $13,462 | $11,599+16.1% | $8,253+63.1% | $11,409+18.0% |