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 | $139,739 | $78,015+79.1% | $178,505-21.7% | $80,959+72.6% |
| Participation rate | 62.5% | 65.7%-3.2pp | 77.1%-14.6pp | 67.7%-5.2pp |
| Annual return | 15.81% | 18.10%-2.3pp | 27.16%-11.3pp | 35.67%-19.9pp |
| Employer contribution / active EE | $4,705 | $2,281+106.2% | $3,955+19.0% | $2,757+70.6% |
| Participant deferral / active EE | $8,674 | $4,406+96.9% | $6,280+38.1% | $4,300+101.7% |
| Admin fee / account holder | $5,107 | $7,160-28.7% | $10,428-51.0% | $6,925-26.3% |