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 | $33,168 | $90,400-63.3% | $186,193-82.2% | $87,485-62.1% |
| Participation rate | 62.1% | 66.2%-4.1pp | 77.1%-15.0pp | 68.9%-6.9pp |
| Annual return | 17.53% | 22.15%-4.6pp | 78.03%-60.5pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,229 | $2,170+2.7% | $3,918-43.1% | $2,596-14.1% |
| Participant deferral / active EE | $3,508 | $4,330-19.0% | $6,513-46.1% | $4,274-17.9% |
| Admin fee / account holder | $1,402 | $8,673-83.8% | $11,058-87.3% | $7,775-82.0% |