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 | $114,802 | $77,814+47.5% | $158,223-27.4% | $86,983+32.0% |
| Participation rate | 45.8% | 68.4%-22.6pp | 79.2%-33.4pp | 69.5%-23.7pp |
| Annual return | 13.84% | 30.54%-16.7pp | 52.09%-38.2pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,279 | $2,592-50.6% | $4,109-68.9% | $2,584-50.5% |
| Participant deferral / active EE | $2,391 | $3,270-26.9% | $5,467-56.3% | $4,194-43.0% |
| Admin fee / account holder | $839 | $5,879-85.7% | $16,047-94.8% | $7,856-89.3% |