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 | $81,850 | $157,296-48.0% | $141,191-42.0% | $152,897-46.5% |
| Participation rate | 68.2% | 84.8%-16.6pp | 82.5%-14.3pp | 82.5%-14.3pp |
| Annual return | 87.58% | 64.34%+23.2pp | 71.41%+16.2pp | 345.43%-257.9pp |
| Employer contribution / active EE | $1,353 | $5,262-74.3% | $4,736-71.4% | $4,764-71.6% |
| Participant deferral / active EE | $3,595 | $7,111-49.4% | $6,710-46.4% | $5,851-38.6% |
| Admin fee / account holder | $580 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |