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 | $127,085 | $76,407+66.3% | $150,298-15.4% | $82,448+54.1% |
| Participation rate | 59.6% | 66.4%-6.8pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 23.29% | 39.99%-16.7pp | 62.79%-39.5pp | 41.64%-18.3pp |
| Employer contribution / active EE | $2,972 | $2,614+13.7% | $4,154-28.5% | $2,551+16.5% |
| Participant deferral / active EE | $6,451 | $3,214+100.7% | $5,453+18.3% | $4,139+55.9% |
| Admin fee / account holder | $3,941 | $6,352-38.0% | $14,116-72.1% | $7,234-45.5% |