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 | $39,266 | $58,493-32.9% | $84,023-53.3% | $72,976-46.2% |
| Participation rate | 65.7% | 61.2%+4.5pp | 69.0%-3.3pp | 69.5%-3.8pp |
| Annual return | 19.05% | 28.93%-9.9pp | 71.32%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $412 | $1,163-64.6% | $1,984-79.2% | $2,440-83.1% |
| Participant deferral / active EE | $1,448 | $2,394-39.5% | $3,239-55.3% | $3,608-59.9% |
| Admin fee / account holder | $635 | $4,569-86.1% | $6,102-89.6% | $5,124-87.6% |