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 | $84,758 | $63,082+34.4% | $81,726+3.7% | $79,856+6.1% |
| Participation rate | 56.7% | 67.5%-10.9pp | 72.0%-15.3pp | 69.6%-13.0pp |
| Annual return | 16.12% | 22.66%-6.5pp | 29.49%-13.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $508 | $1,795-71.7% | $4,311-88.2% | $2,471-79.4% |
| Participant deferral / active EE | $2,117 | $2,780-23.9% | $7,108-70.2% | $3,741-43.4% |
| Admin fee / account holder | $375 | $4,428-91.5% | $5,160-92.7% | $5,306-92.9% |