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 | $26,201 | $96,558-72.9% | $80,977-67.6% | $273,972-90.4% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 9.12% | 15.14%-6.0pp | 17.11%-8.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,584 | $4,869-67.5% | $3,715-57.4% | $4,869-67.5% |
| Participant deferral / active EE | $3,356 | $6,598-49.1% | $5,696-41.1% | $5,287-36.5% |
| Admin fee / account holder | $6,414 | $7,493-14.4% | $5,517+16.3% | $10,133-36.7% |