Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $77,436 | $81,504-5.0% | $102,437-24.4% | $80,959-4.4% |
| Participation rate | 64.9% | 66.9%-2.0pp | 74.5%-9.6pp | 67.7%-2.8pp |
| Annual return | 15.85% | 25.60%-9.7pp | 24.95%-9.1pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,011 | $3,104-3.0% | $3,871-22.2% | $2,757+9.2% |
| Participant deferral / active EE | $7,595 | $3,871+96.2% | $5,060+50.1% | $4,300+76.6% |
| Admin fee / account holder | $960 | $6,719-85.7% | $8,388-88.6% | $6,925-86.1% |