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 | $36,148 | $58,848-38.6% | $88,179-59.0% | $82,637-56.3% |
| Participation rate | 54.3% | 57.9%-3.6pp | 69.1%-14.9pp | 68.1%-13.8pp |
| Annual return | 19.97% | 22.76%-2.8pp | 64.97%-45.0pp | 53.51%-33.5pp |
| Employer contribution / active EE | $1,397 | $1,678-16.8% | $2,549-45.2% | $2,552-45.3% |
| Participant deferral / active EE | $2,213 | $3,124-29.2% | $4,614-52.0% | $4,126-46.4% |
| Admin fee / account holder | $506 | $4,795-89.4% | $7,673-93.4% | $7,339-93.1% |