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 | $106,490 | $93,598+13.8% | $135,974-21.7% | $75,173+41.7% |
| Participation rate | 38.5% | 75.2%-36.7pp | 81.9%-43.5pp | 67.2%-28.7pp |
| Annual return | 18.33% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,336 | $3,538-62.2% | $4,859-72.5% | $2,671-50.0% |
| Participant deferral / active EE | $2,554 | $6,405-60.1% | $7,760-67.1% | $4,126-38.1% |
| Admin fee / account holder | $4,334 | $6,978-37.9% | $10,767-59.7% | $5,651-23.3% |