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 | $82,890 | $28,624+189.6% | $53,647+54.5% | $82,637+0.3% |
| Participation rate | 61.0% | 47.3%+13.7pp | 56.3%+4.7pp | 68.1%-7.1pp |
| Annual return | 17.00% | 664.98%-648.0pp | 358.33%-341.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,244 | $637+95.5% | $962+29.3% | $2,552-51.2% |
| Participant deferral / active EE | $2,232 | $1,196+86.6% | $1,813+23.1% | $4,126-45.9% |
| Admin fee / account holder | $487 | $2,022-75.9% | $2,460-80.2% | $7,339-93.4% |