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 | $61,274 | $57,590+6.4% | $86,233-28.9% | $82,448-25.7% |
| Participation rate | 15.0% | 57.9%-42.9pp | 69.0%-54.0pp | 68.1%-53.1pp |
| Annual return | 23.21% | 22.41%+0.8pp | 61.39%-38.2pp | 41.64%-18.4pp |
| Employer contribution / active EE | $377 | $1,655-77.2% | $2,504-84.9% | $2,551-85.2% |
| Participant deferral / active EE | $1,618 | $3,080-47.5% | $4,559-64.5% | $4,139-60.9% |
| Admin fee / account holder | $2,473 | $4,730-47.7% | $8,342-70.4% | $7,234-65.8% |