Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,043 | $81,331-70.4% | $155,534-84.5% | $80,935-70.3% |
| Participation rate | 51.3% | 66.3%-15.0pp | 78.2%-26.9pp | 67.7%-16.4pp |
| Annual return | 18.16% | 33.37%-15.2pp | 64.92%-46.8pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,245 | $3,105-59.9% | $4,675-73.4% | $2,757-54.8% |
| Participant deferral / active EE | $3,822 | $3,454+10.6% | $5,630-32.1% | $4,299-11.1% |
| Admin fee / account holder | $1,093 | $7,999-86.3% | $15,900-93.1% | $6,924-84.2% |