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 | $151,058 | $96,289+56.9% | $213,469-29.2% | $87,485+72.7% |
| Participation rate | 48.5% | 69.6%-21.1pp | 77.1%-28.6pp | 68.9%-20.4pp |
| Annual return | 15.81% | 17.78%-2.0pp | 20.58%-4.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,581 | $3,035-15.0% | $4,994-48.3% | $2,596-0.6% |
| Participant deferral / active EE | $4,030 | $4,750-15.2% | $6,841-41.1% | $4,274-5.7% |
| Admin fee / account holder | $4,874 | $9,670-49.6% | $27,141-82.0% | $7,775-37.3% |