Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,362 | $167,415-63.9% | $140,514-57.0% | $198,609-69.6% |
| Participation rate | 52.4% | 80.9%-28.5pp | 77.8%-25.4pp | 82.4%-30.0pp |
| Annual return | 12.52% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.2pp |
| Employer contribution / active EE | $1,399 | $4,088-65.8% | $3,378-58.6% | $5,055-72.3% |
| Participant deferral / active EE | $4,594 | $5,579-17.7% | $4,919-6.6% | $6,977-34.2% |
| Admin fee / account holder | $22,232 | $16,730+32.9% | $13,697+62.3% | $19,030+16.8% |