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 | $87,474 | $59,804+46.3% | $81,982+6.7% | $79,856+9.5% |
| Participation rate | 59.4% | 61.6%-2.3pp | 69.3%-9.9pp | 69.6%-10.3pp |
| Annual return | 13.29% | 17.56%-4.3pp | 41.31%-28.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,169 | $1,713-31.8% | $2,498-53.2% | $2,471-52.7% |
| Participant deferral / active EE | $2,780 | $2,695+3.2% | $3,722-25.3% | $3,741-25.7% |
| Admin fee / account holder | $1,174 | $4,288-72.6% | $5,665-79.3% | $5,306-77.9% |