Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,599 | $52,580-38.0% | $71,671-54.5% | $70,126-53.5% |
| Participation rate | 61.5% | 60.9%+0.7pp | 68.7%-7.2pp | 69.5%-8.0pp |
| Annual return | 18.75% | 20.25%-1.5pp | 20.65%-1.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $439 | $1,616-72.8% | $2,460-82.2% | $2,343-81.3% |
| Participant deferral / active EE | $1,274 | $2,386-46.6% | $3,438-62.9% | $3,332-61.8% |
| Admin fee / account holder | $729 | $3,653-80.0% | $5,558-86.9% | $4,645-84.3% |