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 | $59,368 | $185,905-68.1% | $170,057-65.1% | $139,487-57.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 55.17% | 60.56%-5.4pp | 53.42%+1.8pp | 373.84%-318.7pp |
| Employer contribution / active EE | $5,883 | $7,597-22.6% | $6,790-13.4% | $4,755+23.7% |
| Participant deferral / active EE | $17,859 | $11,627+53.6% | $10,411+71.5% | $6,713+166.1% |
| Admin fee / account holder | $2,674 | $15,397-82.6% | $12,826-79.1% | $11,407-76.6% |