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 | $88,390 | $104,098-15.1% | $140,514-37.1% | $94,015-6.0% |
| Participation rate | 66.7% | 73.7%-7.0pp | 77.8%-11.1pp | 70.8%-4.2pp |
| Annual return | 15.76% | 15.14%+0.6pp | 14.36%+1.4pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,800 | $2,388-24.6% | $3,378-46.7% | $2,790-35.5% |
| Participant deferral / active EE | $8,482 | $4,033+110.3% | $4,919+72.5% | $4,249+99.6% |
| Admin fee / account holder | $9,927 | $10,439-4.9% | $13,697-27.5% | $8,951+10.9% |