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 | $66,777 | $136,860-51.2% | $120,344-44.5% | $154,746-56.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 31.23% | 21.38%+9.9pp | 20.30%+10.9pp | 172.34%-141.1pp |
| Employer contribution / active EE | $14,061 | $3,533+298.0% | $3,020+365.6% | $4,379+221.1% |
| Participant deferral / active EE | $19,929 | $5,793+244.0% | $5,135+288.1% | $6,730+196.1% |
| Admin fee / account holder | $2,333 | $15,393-84.8% | $12,742-81.7% | $14,365-83.8% |