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 | $39,748 | $69,444-42.8% | $92,985-57.3% | $87,485-54.6% |
| Participation rate | 34.6% | 63.3%-28.7pp | 69.5%-34.9pp | 68.9%-34.3pp |
| Annual return | 20.17% | 23.85%-3.7pp | 27.99%-7.8pp | 26.06%-5.9pp |
| Employer contribution / active EE | $1,957 | $1,917+2.1% | $2,662-26.5% | $2,596-24.6% |
| Participant deferral / active EE | $4,092 | $3,364+21.6% | $4,377-6.5% | $4,274-4.2% |
| Admin fee / account holder | $1,094 | $6,137-82.2% | $9,463-88.4% | $7,775-85.9% |