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 | $62,944 | $84,953-25.9% | $163,379-61.5% | $82,637-23.8% |
| Participation rate | 45.1% | 65.9%-20.8pp | 76.8%-31.7pp | 68.1%-23.0pp |
| Annual return | 20.48% | 23.07%-2.6pp | 63.41%-42.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,190 | $2,183-45.5% | $3,752-68.3% | $2,552-53.4% |
| Participant deferral / active EE | $2,621 | $4,326-39.4% | $6,282-58.3% | $4,126-36.5% |
| Admin fee / account holder | $3,200 | $7,921-59.6% | $9,818-67.4% | $7,339-56.4% |