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 | $66,271 | $58,493+13.3% | $84,023-21.1% | $72,976-9.2% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 22.77% | 28.93%-6.2pp | 71.32%-48.6pp | 81.02%-58.2pp |
| Employer contribution / active EE | $363 | $1,163-68.8% | $1,984-81.7% | $2,440-85.1% |
| Participant deferral / active EE | $1,073 | $2,394-55.2% | $3,239-66.9% | $3,608-70.3% |
| Admin fee / account holder | $8,123 | $4,569+77.8% | $6,102+33.1% | $5,124+58.5% |