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 | $63,762 | $28,624+122.8% | $53,647+18.9% | $82,637-22.8% |
| Participation rate | 68.4% | 47.3%+21.2pp | 56.3%+12.1pp | 68.1%+0.4pp |
| Annual return | 16.33% | 664.98%-648.7pp | 358.33%-342.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $605 | $637-5.0% | $962-37.1% | $2,552-76.3% |
| Participant deferral / active EE | $1,552 | $1,196+29.7% | $1,813-14.4% | $4,126-62.4% |
| Admin fee / account holder | $4,306 | $2,022+113.0% | $2,460+75.0% | $7,339-41.3% |