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 | $33,422 | $73,787-54.7% | $98,716-66.1% | $82,448-59.5% |
| Participation rate | 47.9% | 61.4%-13.5pp | 69.3%-21.4pp | 68.1%-20.2pp |
| Annual return | 18.15% | 18.57%-0.4pp | 31.81%-13.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,007 | $1,511-33.4% | $2,279-55.8% | $2,551-60.5% |
| Participant deferral / active EE | $2,595 | $3,081-15.8% | $4,048-35.9% | $4,139-37.3% |
| Admin fee / account holder | $1,593 | $6,500-75.5% | $8,703-81.7% | $7,234-78.0% |