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 | $65,487 | $86,949-24.7% | $102,460-36.1% | $80,959-19.1% |
| Participation rate | 52.2% | 72.4%-20.2pp | 76.5%-24.3pp | 67.7%-15.5pp |
| Annual return | 26.87% | 18.89%+8.0pp | 29.47%-2.6pp | 35.67%-8.8pp |
| Employer contribution / active EE | $1,616 | $2,370-31.8% | $3,025-46.6% | $2,757-41.4% |
| Participant deferral / active EE | $2,661 | $4,121-35.4% | $5,056-47.4% | $4,300-38.1% |
| Admin fee / account holder | $11,378 | $8,048+41.4% | $9,460+20.3% | $6,925+64.3% |