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 | $112,059 | $101,752+10.1% | $164,928-32.1% | $80,911+38.5% |
| Participation rate | 53.5% | 71.8%-18.3pp | 78.6%-25.1pp | 67.6%-14.1pp |
| Annual return | 10.78% | 16.73%-5.9pp | 70.08%-59.3pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,489 | $2,953-49.6% | $4,343-65.7% | $2,756-46.0% |
| Participant deferral / active EE | $2,381 | $4,477-46.8% | $6,034-60.5% | $4,297-44.6% |
| Admin fee / account holder | $19,114 | $8,218+132.6% | $12,684+50.7% | $6,935+175.6% |