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 | $50,798 | $105,210-51.7% | $159,487-68.1% | $85,851-40.8% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.8%-18.5pp | 69.3%-5.0pp |
| Annual return | 17.21% | 45.08%-27.9pp | 263.71%-246.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $2,167 | $3,319-34.7% | $4,831-55.1% | $2,565-15.5% |
| Participant deferral / active EE | $3,332 | $5,946-44.0% | $7,354-54.7% | $3,952-15.7% |
| Admin fee / account holder | $3,758 | $6,934-45.8% | $10,804-65.2% | $6,261-40.0% |