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 | $135,893 | $71,230+90.8% | $93,727+45.0% | $80,959+67.9% |
| Participation rate | 43.5% | 60.4%-16.9pp | 68.7%-25.2pp | 67.7%-24.2pp |
| Annual return | 16.74% | 11.26%+5.5pp | 133.83%-117.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $396 | $1,565-74.7% | $2,421-83.6% | $2,757-85.6% |
| Participant deferral / active EE | $2,899 | $4,037-28.2% | $4,417-34.4% | $4,300-32.6% |
| Admin fee / account holder | $9,603 | $6,961+38.0% | $8,292+15.8% | $6,925+38.7% |