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 | $28,111 | $76,551-63.3% | $123,894-77.3% | $62,881-55.3% |
| Participation rate | 46.3% | 73.0%-26.7pp | 81.4%-35.1pp | 69.3%-23.0pp |
| Annual return | 12.67% | 18.68%-6.0pp | 47.52%-34.8pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,636 | $2,882-43.2% | $4,617-64.6% | $2,281-28.3% |
| Participant deferral / active EE | $2,823 | $4,840-41.7% | $5,984-52.8% | $3,203-11.9% |
| Admin fee / account holder | $3,619 | $4,826-25.0% | $8,357-56.7% | $4,296-15.8% |