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 | $74,264 | $85,171-12.8% | $172,753-57.0% | $72,976+1.8% |
| Participation rate | 61.7% | 70.1%-8.3pp | 82.6%-20.9pp | 69.5%-7.8pp |
| Annual return | 45.84% | 27.32%+18.5pp | 803.00%-757.2pp | 81.02%-35.2pp |
| Employer contribution / active EE | $2,458 | $3,324-26.0% | $5,144-52.2% | $2,440+0.7% |
| Participant deferral / active EE | $5,297 | $3,260+62.5% | $5,198+1.9% | $3,608+46.8% |
| Admin fee / account holder | $2,426 | $5,880-58.7% | $13,956-82.6% | $5,124-52.6% |