Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,235 | $66,457-34.9% | $81,438-46.9% | $77,671-44.3% |
| Participation rate | 30.1% | 68.7%-38.7pp | 69.5%-39.4pp | 70.6%-40.5pp |
| Annual return | 15.59% | 15.93%-0.3pp | 24.74%-9.2pp | 31.21%-15.6pp |
| Employer contribution / active EE | $971 | $2,159-55.0% | $2,460-60.5% | $2,726-64.4% |
| Participant deferral / active EE | $1,855 | $3,679-49.6% | $3,883-52.2% | $4,648-60.1% |
| Admin fee / account holder | $3,099 | $583+431.9% | $5,764-46.2% | $430+619.9% |