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 | $59,171 | $46,877+26.2% | $122,354-51.6% | $70,124-15.6% |
| Participation rate | 65.5% | 58.2%+7.2pp | 71.6%-6.2pp | 69.5%-4.1pp |
| Annual return | 16.90% | 24.22%-7.3pp | 30.28%-13.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,299 | $1,288+78.4% | $4,051-43.3% | $2,342-1.9% |
| Participant deferral / active EE | $4,968 | $2,167+129.2% | $3,287+51.1% | $3,332+49.1% |
| Admin fee / account holder | $1,390 | $3,324-58.2% | $5,479-74.6% | $4,645-70.1% |