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 | $58,298 | $39,534+47.5% | $46,225+26.1% | $62,881-7.3% |
| Participation rate | 59.2% | 74.6%-15.4pp | 79.5%-20.4pp | 69.3%-10.1pp |
| Annual return | 8.09% | 8.93%-0.8pp | 7.57%+0.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,011 | $2,646-24.0% | $3,424-41.3% | $2,281-11.9% |
| Participant deferral / active EE | $2,545 | $2,681-5.1% | $3,776-32.6% | $3,203-20.5% |
| Admin fee / account holder | $1,753 | $2,464-28.8% | $3,519-50.2% | $4,296-59.2% |