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 | $69,927 | $53,777+30.0% | $134,155-47.9% | $79,858-12.4% |
| Participation rate | 51.7% | 58.8%-7.1pp | 72.2%-20.5pp | 69.6%-18.0pp |
| Annual return | 19.38% | 19.01%+0.4pp | 36.34%-17.0pp | 31.72%-12.3pp |
| Employer contribution / active EE | $942 | $1,321-28.7% | $3,705-74.6% | $2,471-61.9% |
| Participant deferral / active EE | $3,116 | $2,420+28.7% | $3,500-11.0% | $3,740-16.7% |
| Admin fee / account holder | $1,758 | $3,984-55.9% | $6,685-73.7% | $5,306-66.9% |