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 | $78,424 | $94,699-17.2% | $185,441-57.7% | $65,306+20.1% |
| Participation rate | 48.2% | 64.2%-16.0pp | 80.3%-32.1pp | 57.7%-9.5pp |
| Annual return | 16.69% | 16.71%0pp | 20.16%-3.5pp | 21.94%-5.3pp |
| Employer contribution / active EE | $1,253 | $2,381-47.4% | $4,672-73.2% | $1,967-36.3% |
| Participant deferral / active EE | $3,989 | $3,568+11.8% | $6,152-35.2% | $2,959+34.8% |
| Admin fee / account holder | $8,181 | $4,797+70.5% | $17,890-54.3% | $3,480+135.1% |