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 | $118,645 | $59,839+98.3% | $81,991+44.7% | $79,852+48.6% |
| Participation rate | 67.9% | 61.6%+6.2pp | 69.3%-1.4pp | 69.6%-1.8pp |
| Annual return | 13.48% | 17.56%-4.1pp | 41.31%-27.8pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,053 | $2,695-60.9% | $3,722-71.7% | $3,740-71.8% |
| Admin fee / account holder | $1,879 | $4,287-56.2% | $5,665-66.8% | $5,306-64.6% |