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 | $40,307 | $54,541-26.1% | $78,778-48.8% | $70,126-42.5% |
| Participation rate | 69.8% | 60.8%+9.0pp | 69.2%+0.6pp | 69.5%+0.2pp |
| Annual return | 18.01% | 21.07%-3.1pp | 35.62%-17.6pp | 73.15%-55.1pp |
| Employer contribution / active EE | $657 | $1,089-39.6% | $1,986-66.9% | $2,343-72.0% |
| Participant deferral / active EE | $2,628 | $2,210+18.9% | $2,958-11.2% | $3,332-21.1% |
| Admin fee / account holder | $3,177 | $3,709-14.3% | $5,134-38.1% | $4,645-31.6% |