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 | $50,189 | $53,774-6.7% | $134,162-62.6% | $79,852-37.1% |
| Participation rate | 55.6% | 58.8%-3.2pp | 72.2%-16.6pp | 69.6%-14.1pp |
| Annual return | 16.60% | 19.01%-2.4pp | 36.35%-19.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,829 | $1,322+38.4% | $3,705-50.6% | $2,471-26.0% |
| Participant deferral / active EE | $4,051 | $2,420+67.4% | $3,500+15.8% | $3,740+8.3% |
| Admin fee / account holder | $1,229 | $3,985-69.2% | $6,685-81.6% | $5,306-76.8% |