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 | $25,730 | $37,446-31.3% | $77,513-66.8% | $79,852-67.8% |
| Participation rate | 42.7% | 41.5%+1.2pp | 54.2%-11.5pp | 69.6%-26.9pp |
| Annual return | 15.99% | 39.76%-23.8pp | 54.81%-38.8pp | 31.72%-15.7pp |
| Employer contribution / active EE | $597 | $637-6.3% | $987-39.5% | $2,471-75.8% |
| Participant deferral / active EE | $1,288 | $1,261+2.2% | $1,861-30.8% | $3,740-65.6% |
| Admin fee / account holder | $303 | $2,506-87.9% | $2,859-89.4% | $5,306-94.3% |