Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,217 | $86,938+32.5% | $102,423+12.5% | $80,925+42.4% |
| Participation rate | 35.9% | 72.4%-36.5pp | 76.5%-40.6pp | 67.7%-31.8pp |
| Annual return | 20.68% | 18.89%+1.8pp | 29.42%-8.7pp | 35.65%-15.0pp |
| Employer contribution / active EE | $1,654 | $2,369-30.2% | $3,023-45.3% | $2,756-40.0% |
| Participant deferral / active EE | $3,905 | $4,120-5.2% | $5,054-22.7% | $4,299-9.2% |
| Admin fee / account holder | $24,819 | $8,053+208.2% | $9,455+162.5% | $6,940+257.6% |