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 | $45,160 | $52,580-14.1% | $71,671-37.0% | $70,126-35.6% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 19.38% | 20.25%-0.9pp | 20.65%-1.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $696 | $1,616-56.9% | $2,460-71.7% | $2,343-70.3% |
| Participant deferral / active EE | $2,020 | $2,386-15.3% | $3,438-41.2% | $3,332-39.4% |
| Admin fee / account holder | $2,020 | $3,653-44.7% | $5,558-63.7% | $4,645-56.5% |