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 | $111,936 | $77,814+43.9% | $158,223-29.3% | $86,983+28.7% |
| Participation rate | 42.5% | 68.4%-25.9pp | 79.2%-36.7pp | 69.5%-27.0pp |
| Annual return | 17.17% | 30.54%-13.4pp | 52.09%-34.9pp | 25.83%-8.7pp |
| Employer contribution / active EE | $656 | $2,592-74.7% | $4,109-84.0% | $2,584-74.6% |
| Participant deferral / active EE | $3,366 | $3,270+2.9% | $5,467-38.4% | $4,194-19.7% |
| Admin fee / account holder | $1,833 | $5,879-68.8% | $16,047-88.6% | $7,856-76.7% |