Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,996 | $81,504+6.7% | $102,437-15.1% | $80,959+7.5% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.7%-24.8pp |
| Annual return | 17.26% | 25.60%-8.3pp | 24.95%-7.7pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,630 | $3,104-15.3% | $3,871-32.1% | $2,757-4.6% |
| Participant deferral / active EE | $3,701 | $3,871-4.4% | $5,060-26.9% | $4,300-13.9% |
| Admin fee / account holder | $476 | $6,719-92.9% | $8,388-94.3% | $6,925-93.1% |