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 | $126,112 | $75,541+66.9% | $152,093-17.1% | $82,637+52.6% |
| Participation rate | 18.9% | 66.5%-47.6pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 13.66% | 32.56%-18.9pp | 66.36%-52.7pp | 53.51%-39.8pp |
| Employer contribution / active EE | $463 | $2,622-82.3% | $4,175-88.9% | $2,552-81.9% |
| Participant deferral / active EE | $2,290 | $3,206-28.6% | $5,451-58.0% | $4,126-44.5% |
| Admin fee / account holder | $4,024 | $6,405-37.2% | $14,497-72.2% | $7,339-45.2% |