Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,096 | $72,471-53.0% | $94,215-63.8% | $86,983-60.8% |
| Participation rate | 68.4% | 63.9%+4.6pp | 70.0%-1.5pp | 69.5%-1.1pp |
| Annual return | 18.93% | 26.44%-7.5pp | 28.22%-9.3pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,642 | $1,936-15.2% | $2,675-38.6% | $2,584-36.5% |
| Participant deferral / active EE | $3,398 | $3,3970% | $4,276-20.5% | $4,194-19.0% |
| Admin fee / account holder | $1,437 | $6,468-77.8% | $10,216-85.9% | $7,856-81.7% |