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 | $63,939 | $100,194-36.2% | $122,979-48.0% | $86,983-26.5% |
| Participation rate | 58.0% | 73.0%-15.0pp | 77.2%-19.2pp | 69.5%-11.6pp |
| Annual return | 13.50% | 16.47%-3.0pp | 20.12%-6.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $902 | $2,326-61.2% | $3,062-70.5% | $2,584-65.1% |
| Participant deferral / active EE | $3,124 | $4,133-24.4% | $5,003-37.6% | $4,194-25.5% |
| Admin fee / account holder | $4,564 | $10,148-55.0% | $12,864-64.5% | $7,856-41.9% |