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 | $145,609 | $79,894+82.3% | $135,792+7.2% | $82,637+76.2% |
| Participation rate | 41.5% | 63.0%-21.5pp | 72.6%-31.1pp | 68.1%-26.5pp |
| Annual return | 21.46% | 17.20%+4.3pp | 25.96%-4.5pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,997 | $2,165-7.8% | $3,496-42.9% | $2,552-21.8% |
| Participant deferral / active EE | $4,153 | $3,194+30.0% | $4,759-12.7% | $4,126+0.7% |
| Admin fee / account holder | $6,892 | $6,434+7.1% | $12,266-43.8% | $7,339-6.1% |