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 | $62,394 | $43,075+44.9% | $74,577-16.3% | $62,881-0.8% |
| Participation rate | 65.4% | 58.1%+7.3pp | 68.1%-2.7pp | 69.3%-3.9pp |
| Annual return | 5.54% | 17.50%-12.0pp | 20.47%-14.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $869 | $1,498-42.0% | $2,525-65.6% | $2,281-61.9% |
| Participant deferral / active EE | $2,649 | $2,389+10.9% | $3,458-23.4% | $3,203-17.3% |
| Admin fee / account holder | $3,485 | $2,840+22.7% | $4,138-15.8% | $4,296-18.9% |