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 | $90,035 | $73,978+21.7% | $96,515-6.7% | $75,173+19.8% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 18.66% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $902 | $2,931-69.2% | $3,740-75.9% | $2,671-66.2% |
| Participant deferral / active EE | $3,488 | $3,660-4.7% | $4,880-28.5% | $4,126-15.5% |
| Admin fee / account holder | $3,142 | $5,219-39.8% | $6,735-53.4% | $5,651-44.4% |