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 | $106,432 | $74,535+42.8% | $100,712+5.7% | $82,637+28.8% |
| Participation rate | 38.9% | 61.2%-22.3pp | 69.3%-30.4pp | 68.1%-29.2pp |
| Annual return | 23.07% | 18.92%+4.1pp | 33.27%-10.2pp | 53.51%-30.4pp |
| Employer contribution / active EE | $583 | $1,503-61.2% | $2,313-74.8% | $2,552-77.2% |
| Participant deferral / active EE | $2,415 | $3,074-21.4% | $4,085-40.9% | $4,126-41.5% |
| Admin fee / account holder | $3,501 | $6,576-46.8% | $9,256-62.2% | $7,339-52.3% |