Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,964 | $89,259-35.1% | $107,187-45.9% | $82,637-29.9% |
| Participation rate | 58.3% | 67.9%-9.6pp | 75.0%-16.7pp | 68.1%-9.7pp |
| Annual return | 14.52% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,306 | $3,080-25.1% | $3,782-39.0% | $2,552-9.6% |
| Participant deferral / active EE | $3,299 | $4,037-18.3% | $5,096-35.3% | $4,126-20.1% |
| Admin fee / account holder | $9,575 | $7,381+29.7% | $9,162+4.5% | $7,339+30.5% |