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 | $35,898 | $43,344-17.2% | $59,899-40.1% | $64,173-44.1% |
| Participation rate | 64.5% | 69.2%-4.6pp | 74.7%-10.2pp | 69.6%-5.1pp |
| Annual return | -5.96% | -1.55%-4.4pp | 3.46%-9.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,084 | $2,030-46.6% | $2,723-60.2% | $2,381-54.5% |
| Participant deferral / active EE | $3,729 | $2,547+46.4% | $3,402+9.6% | $3,470+7.5% |
| Admin fee / account holder | $480 | $3,008-84.1% | $3,592-86.6% | $4,887-90.2% |