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 | $66,700 | $100,033-33.3% | $149,716-55.4% | $70,124-4.9% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 22.75% | 27.43%-4.7pp | 1501.67%-1478.9pp | 73.14%-50.4pp |
| Employer contribution / active EE | $2,094 | $3,661-42.8% | $5,444-61.5% | $2,342-10.6% |
| Participant deferral / active EE | $6,234 | $4,982+25.1% | $6,568-5.1% | $3,332+87.1% |
| Admin fee / account holder | $664 | $8,285-92.0% | $11,282-94.1% | $4,645-85.7% |