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 | $52,771 | $56,121-6.0% | $92,985-43.2% | $64,340-18.0% |
| Participation rate | 36.9% | 44.9%-8.0pp | 69.5%-32.6pp | 55.2%-18.3pp |
| Annual return | 17.27% | 19.19%-1.9pp | 27.99%-10.7pp | 24.14%-6.9pp |
| Employer contribution / active EE | $1,022 | $1,351-24.4% | $2,662-61.6% | $1,862-45.1% |
| Participant deferral / active EE | $3,801 | $2,362+60.9% | $4,377-13.2% | $2,980+27.5% |
| Admin fee / account holder | $5,631 | $6,869-18.0% | $9,463-40.5% | $3,703+52.1% |