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 | $42,683 | $65,246-34.6% | $98,716-56.8% | $67,986-37.2% |
| Participation rate | 42.7% | 51.4%-8.7pp | 69.3%-26.6pp | 57.2%-14.5pp |
| Annual return | 18.30% | 20.58%-2.3pp | 31.81%-13.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,093 | $1,042+4.9% | $2,279-52.0% | $2,019-45.9% |
| Participant deferral / active EE | $3,443 | $2,594+32.7% | $4,048-14.9% | $3,358+2.5% |
| Admin fee / account holder | $5,687 | $4,561+24.7% | $8,703-34.7% | $3,203+77.5% |