Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,445 | $148,629-51.9% | $135,982-47.5% | $139,487-48.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 16.50% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $2,999 | $5,247-42.8% | $4,859-38.3% | $4,755-36.9% |
| Participant deferral / active EE | $6,303 | $8,102-22.2% | $7,760-18.8% | $6,713-6.1% |
| Admin fee / account holder | $9,579 | $12,406-22.8% | $10,767-11.0% | $11,407-16.0% |