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 | $85,395 | $126,113-32.3% | $116,096-26.4% | $155,188-45.0% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 15.34% | 391.72%-376.4pp | 326.25%-310.9pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,503 | $2,672-43.8% | $2,503-40.0% | $4,248-64.6% |
| Participant deferral / active EE | $5,300 | $4,162+27.3% | $3,952+34.1% | $6,531-18.9% |
| Admin fee / account holder | $15,416 | $8,045+91.6% | $7,704+100.1% | $14,480+6.5% |