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 | $74,662 | $56,110+33.1% | $94,993-21.4% | $70,126+6.5% |
| Participation rate | 31.8% | 65.0%-33.2pp | 73.9%-42.1pp | 69.5%-37.7pp |
| Annual return | 12.90% | 51.02%-38.1pp | 27.14%-14.2pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,085 | $1,442-24.8% | $2,603-58.3% | $2,343-53.7% |
| Participant deferral / active EE | $2,355 | $2,391-1.5% | $3,317-29.0% | $3,332-29.3% |
| Admin fee / account holder | $2,071 | $3,456-40.1% | $4,960-58.2% | $4,645-55.4% |