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 | $82,619 | $178,174-53.6% | $156,181-47.1% | $137,256-39.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 12.34% | 84.19%-71.9pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,123 | $4,972-77.4% | $4,294-73.8% | $4,156-73.0% |
| Participant deferral / active EE | $2,125 | $6,888-69.1% | $6,132-65.3% | $6,407-66.8% |
| Admin fee / account holder | $1,560 | $17,404-91.0% | $14,586-89.3% | $12,270-87.3% |