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 | $48,069 | $76,371-37.1% | $93,621-48.7% | $72,976-34.1% |
| Participation rate | 54.8% | 71.8%-16.9pp | 75.8%-21.0pp | 69.5%-14.7pp |
| Annual return | 19.80% | 25.82%-6.0pp | 32.76%-13.0pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,185 | $2,276-47.9% | $2,719-56.4% | $2,440-51.4% |
| Participant deferral / active EE | $1,970 | $3,538-44.3% | $4,070-51.6% | $3,608-45.4% |
| Admin fee / account holder | $10,925 | $6,839+59.7% | $7,890+38.5% | $5,124+113.2% |