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 | $33,092 | $43,338-23.6% | $59,887-44.7% | $64,173-48.4% |
| Participation rate | 63.0% | 69.2%-6.2pp | 74.7%-11.7pp | 69.6%-6.6pp |
| Annual return | 13.63% | -1.55%+15.2pp | 3.46%+10.2pp | 7.63%+6.0pp |
| Employer contribution / active EE | $547 | $2,030-73.1% | $2,722-79.9% | $2,381-77.0% |
| Participant deferral / active EE | $2,394 | $2,547-6.0% | $3,402-29.6% | $3,470-31.0% |
| Admin fee / account holder | $1,067 | $3,007-64.5% | $3,591-70.3% | $4,887-78.2% |