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 | $91,829 | $99,345-7.6% | $84,753+8.3% | $273,972-66.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 5.78% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $909 | $4,214-78.4% | $3,574-74.6% | $4,869-81.3% |
| Participant deferral / active EE | $6,549 | $4,270+53.4% | $3,712+76.4% | $5,287+23.9% |
| Admin fee / account holder | $5,330 | $6,645-19.8% | $5,333-0.1% | $10,133-47.4% |