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 | $143,446 | $91,198+57.3% | $178,503-19.6% | $79,856+79.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 14.26% | 24.20%-9.9pp | 151.12%-136.9pp | 31.71%-17.4pp |
| Employer contribution / active EE | $691 | $3,257-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $2,866 | $3,237-11.4% | $5,202-44.9% | $3,741-23.4% |
| Admin fee / account holder | $784 | $6,748-88.4% | $13,987-94.4% | $5,306-85.2% |