Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,132 | $81,476-63.0% | $102,383-70.6% | $80,925-62.8% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.7%-4.3pp |
| Annual return | 11.69% | 25.59%-13.9pp | 24.94%-13.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,063 | $3,105-33.6% | $3,870-46.7% | $2,756-25.2% |
| Participant deferral / active EE | $4,162 | $3,871+7.5% | $5,060-17.8% | $4,299-3.2% |
| Admin fee / account holder | $1,107 | $6,717-83.5% | $8,391-86.8% | $6,940-84.0% |