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 | $60,550 | $56,287+7.6% | $80,977-25.2% | $62,881-3.7% |
| Participation rate | 64.7% | 68.9%-4.2pp | 75.8%-11.1pp | 69.3%-4.6pp |
| Annual return | 7.74% | 22.13%-14.4pp | 17.11%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $591 | $1,943-69.6% | $3,715-84.1% | $2,281-74.1% |
| Participant deferral / active EE | $4,640 | $4,196+10.6% | $5,696-18.5% | $3,203+44.9% |
| Admin fee / account holder | $2,329 | $3,742-37.7% | $5,517-57.8% | $4,296-45.8% |