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 | $77,935 | $50,958+52.9% | $74,552+4.5% | $64,181+21.4% |
| Participation rate | 42.4% | 61.1%-18.6pp | 69.1%-26.7pp | 69.6%-27.1pp |
| Annual return | -7.29% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $940 | $1,115-15.7% | $1,961-52.1% | $2,381-60.5% |
| Participant deferral / active EE | $2,726 | $2,301+18.5% | $3,108-12.3% | $3,470-21.4% |
| Admin fee / account holder | $1,923 | $4,223-54.5% | $5,060-62.0% | $4,887-60.7% |