Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,094 | $81,504-6.6% | $102,437-25.7% | $80,959-6.0% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 12.67% | 25.60%-12.9pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,241 | $3,104-60.0% | $3,871-67.9% | $2,757-55.0% |
| Participant deferral / active EE | $4,040 | $3,871+4.4% | $5,060-20.2% | $4,300-6.1% |
| Admin fee / account holder | $781 | $6,719-88.4% | $8,388-90.7% | $6,925-88.7% |