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 | $70,079 | $79,209-11.5% | $102,434-31.6% | $74,459-5.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 76.5%-39.0pp | 67.2%-29.7pp |
| Annual return | 14.24% | 54.98%-40.7pp | 29.46%-15.2pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,456 | $2,362-38.4% | $3,023-51.8% | $2,626-44.5% |
| Participant deferral / active EE | $3,161 | $4,417-28.4% | $5,055-37.5% | $4,350-27.3% |
| Admin fee / account holder | $1,932 | $2,002-3.5% | $9,462-79.6% | $1,945-0.7% |