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 | $46,413 | $74,535-37.7% | $100,712-53.9% | $82,637-43.8% |
| Participation rate | 38.3% | 61.2%-22.8pp | 69.3%-30.9pp | 68.1%-29.7pp |
| Annual return | 13.25% | 18.92%-5.7pp | 33.27%-20.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $344 | $1,503-77.1% | $2,313-85.1% | $2,552-86.5% |
| Participant deferral / active EE | $2,057 | $3,074-33.1% | $4,085-49.7% | $4,126-50.2% |
| Admin fee / account holder | $1,391 | $6,576-78.8% | $9,256-85.0% | $7,339-81.0% |