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 | $50,303 | $78,428-35.9% | $95,960-47.6% | $79,852-37.0% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 14.62% | 19.37%-4.7pp | 91.63%-77.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,491 | $1,945-23.3% | $2,541-41.3% | $2,471-39.7% |
| Participant deferral / active EE | $2,333 | $3,440-32.2% | $4,167-44.0% | $3,740-37.6% |
| Admin fee / account holder | $6,654 | $5,622+18.3% | $6,797-2.1% | $5,306+25.4% |