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 | $84,268 | $63,456+32.8% | $100,712-16.3% | $64,097+31.5% |
| Participation rate | 17.3% | 49.7%-32.3pp | 69.3%-51.9pp | 55.2%-37.8pp |
| Annual return | 13.95% | 19.65%-5.7pp | 33.27%-19.3pp | 34.64%-20.7pp |
| Employer contribution / active EE | $678 | $1,003-32.4% | $2,313-70.7% | $1,891-64.2% |
| Participant deferral / active EE | $1,340 | $2,463-45.6% | $4,085-67.2% | $3,080-56.5% |
| Admin fee / account holder | $9,401 | $4,808+95.5% | $9,256+1.6% | $3,454+172.1% |