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 | $67,111 | $58,493+14.7% | $84,023-20.1% | $72,976-8.0% |
| Participation rate | 64.9% | 61.2%+3.6pp | 69.0%-4.2pp | 69.5%-4.6pp |
| Annual return | 23.62% | 28.93%-5.3pp | 71.32%-47.7pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,360 | $1,163+17.0% | $1,984-31.4% | $2,440-44.2% |
| Participant deferral / active EE | $4,009 | $2,394+67.5% | $3,239+23.8% | $3,608+11.1% |
| Admin fee / account holder | $4,822 | $4,569+5.5% | $6,102-21.0% | $5,124-5.9% |