Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,305 | $36,948+128.2% | $73,658+14.5% | $87,485-3.6% |
| Participation rate | 12.9% | 46.8%-33.9pp | 57.0%-44.1pp | 68.9%-56.0pp |
| Annual return | 22.73% | 28.64%-5.9pp | 29.72%-7.0pp | 26.06%-3.3pp |
| Employer contribution / active EE | $322 | $670-52.0% | $1,032-68.8% | $2,596-87.6% |
| Participant deferral / active EE | $1,622 | $1,379+17.6% | $2,062-21.3% | $4,274-62.1% |
| Admin fee / account holder | $1,039 | $2,531-59.0% | $3,357-69.1% | $7,775-86.6% |