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 | $143,442 | $101,798+40.9% | $165,071-13.1% | $80,935+77.2% |
| Participation rate | 47.6% | 71.8%-24.2pp | 78.6%-31.0pp | 67.7%-20.0pp |
| Annual return | 16.95% | 16.73%+0.2pp | 70.17%-53.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $1,097 | $2,954-62.9% | $4,347-74.8% | $2,757-60.2% |
| Participant deferral / active EE | $4,386 | $4,476-2.0% | $6,035-27.3% | $4,299+2.0% |
| Admin fee / account holder | $11,635 | $8,221+41.5% | $12,695-8.4% | $6,924+68.0% |