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 | $94,076 | $183,516-48.7% | $155,534-39.5% | $145,884-35.5% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 13.15% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,525 | $5,315-71.3% | $4,675-67.4% | $4,662-67.3% |
| Participant deferral / active EE | $3,796 | $6,467-41.3% | $5,630-32.6% | $6,690-43.3% |
| Admin fee / account holder | $7,902 | $19,293-59.0% | $15,900-50.3% | $13,392-41.0% |