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 | $40,918 | $57,590-29.0% | $86,233-52.5% | $82,448-50.4% |
| Participation rate | 32.1% | 57.9%-25.7pp | 69.0%-36.9pp | 68.1%-35.9pp |
| Annual return | 19.39% | 22.41%-3.0pp | 61.39%-42.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $801 | $1,655-51.6% | $2,504-68.0% | $2,551-68.6% |
| Participant deferral / active EE | $2,493 | $3,080-19.0% | $4,559-45.3% | $4,139-39.8% |
| Admin fee / account holder | $3,212 | $4,730-32.1% | $8,342-61.5% | $7,234-55.6% |