Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,095 | $93,598-64.6% | $135,974-75.7% | $75,173-56.0% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 20.09% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,772 | $3,538-49.9% | $4,859-63.5% | $2,671-33.6% |
| Participant deferral / active EE | $4,364 | $6,405-31.9% | $7,760-43.8% | $4,126+5.8% |
| Admin fee / account holder | $2,954 | $6,978-57.7% | $10,767-72.6% | $5,651-47.7% |