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 | $72,303 | $58,627+23.3% | $76,735-5.8% | $82,448-12.3% |
| Participation rate | 63.6% | 63.2%+0.4pp | 69.5%-5.9pp | 68.1%-4.4pp |
| Annual return | 14.51% | 39.10%-24.6pp | 29.77%-15.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,590 | $1,729-8.1% | $2,454-35.2% | $2,551-37.7% |
| Participant deferral / active EE | $3,811 | $3,134+21.6% | $4,088-6.8% | $4,139-7.9% |
| Admin fee / account holder | $4,104 | $5,323-22.9% | $7,189-42.9% | $7,234-43.3% |