Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,789 | $86,949-45.0% | $102,460-53.4% | $80,959-41.0% |
| Participation rate | 58.1% | 72.4%-14.2pp | 76.5%-18.4pp | 67.7%-9.5pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,591 | $2,370-32.9% | $3,025-47.4% | $2,757-42.3% |
| Participant deferral / active EE | $3,283 | $4,121-20.3% | $5,056-35.1% | $4,300-23.7% |
| Admin fee / account holder | $3,135 | $8,048-61.0% | $9,460-66.9% | $6,925-54.7% |