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 | $67,399 | $185,312-63.6% | $161,489-58.3% | $154,746-56.4% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 14.33% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,039 | $4,769-57.2% | $4,268-52.2% | $4,379-53.4% |
| Participant deferral / active EE | $6,851 | $6,350+7.9% | $5,630+21.7% | $6,730+1.8% |
| Admin fee / account holder | $3,756 | $18,654-79.9% | $16,006-76.5% | $14,365-73.9% |