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 | $134,256 | $54,541+146.2% | $78,778+70.4% | $70,126+91.4% |
| Participation rate | 25.0% | 60.8%-35.8pp | 69.2%-44.2pp | 69.5%-44.5pp |
| Annual return | 17.31% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $798 | $1,089-26.7% | $1,986-59.8% | $2,343-65.9% |
| Participant deferral / active EE | $1,459 | $2,210-34.0% | $2,958-50.7% | $3,332-56.2% |
| Admin fee / account holder | $2,240 | $3,709-39.6% | $5,134-56.4% | $4,645-51.8% |