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 | $183,219 | $73,787+148.3% | $98,716+85.6% | $82,448+122.2% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.3%-14.7pp | 68.1%-13.5pp |
| Annual return | 14.96% | 18.57%-3.6pp | 31.81%-16.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $481 | $1,511-68.2% | $2,279-78.9% | $2,551-81.1% |
| Participant deferral / active EE | $5,084 | $3,081+65.0% | $4,048+25.6% | $4,139+22.8% |
| Admin fee / account holder | $2,228 | $6,500-65.7% | $8,703-74.4% | $7,234-69.2% |