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 | $54,609 | $99,345-45.0% | $84,753-35.6% | $273,972-80.1% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 9.25% | 22.93%-13.7pp | 22.78%-13.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $895 | $4,214-78.8% | $3,574-75.0% | $4,869-81.6% |
| Participant deferral / active EE | $2,005 | $4,270-53.0% | $3,712-46.0% | $5,287-62.1% |
| Admin fee / account holder | $1,092 | $6,645-83.6% | $5,333-79.5% | $10,133-89.2% |