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 | $39,012 | $71,878-45.7% | $86,698-55.0% | $68,486-43.0% |
| Participation rate | 37.9% | 72.2%-34.3pp | 76.6%-38.7pp | 67.9%-30.0pp |
| Annual return | 37.38% | 3.53%+33.8pp | 35.95%+1.4pp | -7.85%+45.2pp |
| Employer contribution / active EE | $938 | $2,173-56.8% | $2,837-66.9% | $2,597-63.9% |
| Participant deferral / active EE | $2,607 | $3,779-31.0% | $4,656-44.0% | $4,028-35.3% |
| Admin fee / account holder | $754 | $6,113-87.7% | $7,493-89.9% | $5,404-86.0% |