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 | $41,937 | $63,773-34.2% | $81,286-48.4% | $80,925-48.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.5%-36.2pp | 67.7%-34.3pp |
| Annual return | 14.78% | 16.37%-1.6pp | 24.80%-10.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $827 | $1,979-58.2% | $2,463-66.4% | $2,756-70.0% |
| Participant deferral / active EE | $1,201 | $3,093-61.2% | $3,883-69.1% | $4,299-72.1% |
| Admin fee / account holder | $2,701 | $5,682-52.5% | $5,764-53.1% | $6,940-61.1% |