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 | $60,171 | $51,638+16.5% | $68,368-12.0% | $82,448-27.0% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 18.24% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,034 | $2,047-49.5% | $2,649-61.0% | $2,551-59.5% |
| Participant deferral / active EE | $2,341 | $2,914-19.7% | $4,123-43.2% | $4,139-43.4% |
| Admin fee / account holder | $4,380 | $4,643-5.7% | $5,150-14.9% | $7,234-39.4% |