Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,516 | $108,825-46.2% | $156,181-62.5% | $82,448-29.0% |
| Participation rate | 54.3% | 72.4%-18.1pp | 78.8%-24.5pp | 68.1%-13.8pp |
| Annual return | 18.31% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,819 | $2,870-1.8% | $4,294-34.3% | $2,551+10.5% |
| Participant deferral / active EE | $6,405 | $4,577+39.9% | $6,132+4.4% | $4,139+54.7% |
| Admin fee / account holder | $878 | $9,341-90.6% | $14,586-94.0% | $7,234-87.9% |