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 | $57,632 | $62,086-7.2% | $90,259-36.1% | $64,340-10.4% |
| Participation rate | 49.5% | 53.9%-4.4pp | 70.7%-21.2pp | 55.2%-5.7pp |
| Annual return | 19.41% | 16.73%+2.7pp | 18.88%+0.5pp | 24.14%-4.7pp |
| Employer contribution / active EE | $1,951 | $1,883+3.6% | $2,291-14.8% | $1,862+4.8% |
| Participant deferral / active EE | $4,029 | $2,557+57.5% | $3,827+5.3% | $2,980+35.2% |
| Admin fee / account holder | $1,320 | $3,317-60.2% | $7,267-81.8% | $3,703-64.4% |