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 | $40,832 | $51,620-20.9% | $90,304-54.8% | $65,185-37.4% |
| Participation rate | 29.6% | 68.6%-39.0pp | 73.3%-43.6pp | 70.2%-40.6pp |
| Annual return | 21.77% | 24.94%-3.2pp | 78.13%-56.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $527 | $2,235-76.4% | $2,855-81.5% | $2,177-75.8% |
| Participant deferral / active EE | $1,667 | $2,871-41.9% | $3,885-57.1% | $3,514-52.6% |
| Admin fee / account holder | $20,172 | $384+5149.1% | $5,354+276.8% | $847+2281.0% |