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 | $71,106 | $86,949-18.2% | $102,460-30.6% | $80,959-12.2% |
| Participation rate | 46.3% | 72.4%-26.0pp | 76.5%-30.2pp | 67.7%-21.3pp |
| Annual return | 10.71% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $813 | $2,370-65.7% | $3,025-73.1% | $2,757-70.5% |
| Participant deferral / active EE | $2,904 | $4,121-29.5% | $5,056-42.6% | $4,300-32.5% |
| Admin fee / account holder | $5,628 | $8,048-30.1% | $9,460-40.5% | $6,925-18.7% |