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 | $32,293 | $61,660-47.6% | $80,022-59.6% | $64,173-49.7% |
| Participation rate | 54.7% | 71.7%-17.0pp | 75.8%-21.2pp | 69.6%-14.9pp |
| Annual return | 24.45% | -0.33%+24.8pp | 11.22%+13.2pp | 7.63%+16.8pp |
| Employer contribution / active EE | $901 | $1,810-50.2% | $2,468-63.5% | $2,381-62.1% |
| Participant deferral / active EE | $1,495 | $2,968-49.6% | $3,686-59.4% | $3,470-56.9% |
| Admin fee / account holder | $8,287 | $5,417+53.0% | $6,521+27.1% | $4,887+69.6% |