Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $106,394 | $75,720+40.5% | $90,312+17.8% | $86,983+22.3% |
| Participation rate | 22.0% | 66.3%-44.3pp | 72.9%-50.9pp | 69.5%-47.6pp |
| Annual return | 15.13% | 18.55%-3.4pp | 18.90%-3.8pp | 25.83%-10.7pp |
| Employer contribution / active EE | $543 | $1,945-72.1% | $2,243-75.8% | $2,584-79.0% |
| Participant deferral / active EE | $1,561 | $3,001-48.0% | $3,749-58.4% | $4,194-62.8% |
| Admin fee / account holder | $1,381 | $6,201-77.7% | $8,248-83.3% | $7,856-82.4% |