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 | $42,614 | $56,544-24.6% | $75,501-43.6% | $70,126-39.2% |
| Participation rate | 53.2% | 68.1%-14.9pp | 72.4%-19.2pp | 69.5%-16.3pp |
| Annual return | 23.75% | 23.59%+0.2pp | 27.35%-3.6pp | 73.15%-49.4pp |
| Employer contribution / active EE | $756 | $1,817-58.4% | $2,352-67.9% | $2,343-67.7% |
| Participant deferral / active EE | $2,145 | $2,580-16.9% | $3,142-31.7% | $3,332-35.6% |
| Admin fee / account holder | $4,143 | $3,827+8.3% | $5,801-28.6% | $4,645-10.8% |