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 | $62,412 | $87,180-28.4% | $173,703-64.1% | $94,015-33.6% |
| Participation rate | 52.3% | 65.6%-13.3pp | 75.9%-23.6pp | 70.8%-18.5pp |
| Annual return | 15.86% | 14.17%+1.7pp | 17.46%-1.6pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,662 | $2,494-33.4% | $4,288-61.2% | $2,790-40.4% |
| Participant deferral / active EE | $2,926 | $3,343-12.5% | $4,854-39.7% | $4,249-31.2% |
| Admin fee / account holder | $1,797 | $7,506-76.1% | $15,562-88.5% | $8,951-79.9% |