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 | $68,672 | $96,052-28.5% | $118,106-41.9% | $87,485-21.5% |
| Participation rate | 35.9% | 77.0%-41.1pp | 81.9%-46.0pp | 68.9%-33.0pp |
| Annual return | 15.79% | 24.16%-8.4pp | 19.44%-3.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,316 | $3,939-66.6% | $4,698-72.0% | $2,596-49.3% |
| Participant deferral / active EE | $2,662 | $5,793-54.0% | $6,619-59.8% | $4,274-37.7% |
| Admin fee / account holder | $10,457 | $7,618+37.3% | $8,973+16.5% | $7,775+34.5% |