Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,939 | $81,504-33.8% | $102,437-47.3% | $80,959-33.4% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 14.07% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,010 | $3,104-67.5% | $3,871-73.9% | $2,757-63.4% |
| Participant deferral / active EE | $2,124 | $3,871-45.1% | $5,060-58.0% | $4,300-50.6% |
| Admin fee / account holder | $5,592 | $6,719-16.8% | $8,388-33.3% | $6,925-19.2% |