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 | $78,751 | $81,262-3.1% | $155,602-49.4% | $80,911-2.7% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 42.24% | 33.34%+8.9pp | 64.81%-22.6pp | 35.63%+6.6pp |
| Employer contribution / active EE | $1,528 | $3,102-50.7% | $4,675-67.3% | $2,756-44.6% |
| Participant deferral / active EE | $4,377 | $3,451+26.8% | $5,629-22.2% | $4,297+1.9% |
| Admin fee / account holder | $1,373 | $7,992-82.8% | $15,923-91.4% | $6,935-80.2% |