Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $67,887 | $81,457-16.7% | $103,378-34.3% | $80,911-16.1% |
| Participation rate | 22.6% | 66.8%-44.3pp | 74.5%-51.9pp | 67.6%-45.1pp |
| Annual return | 12.65% | 25.58%-12.9pp | 24.91%-12.3pp | 35.63%-23.0pp |
| Employer contribution / active EE | $921 | $3,107-70.3% | $3,870-76.2% | $2,756-66.6% |
| Participant deferral / active EE | $1,986 | $3,871-48.7% | $5,058-60.7% | $4,297-53.8% |
| Admin fee / account holder | $5,305 | $6,717-21.0% | $8,401-36.8% | $6,935-23.5% |