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 | $79,038 | $201,370-60.7% | $184,256-57.1% | $145,897-45.8% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.1pp |
| Annual return | 12.73% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,027 | $7,024-56.9% | $6,427-52.9% | $4,663-35.1% |
| Participant deferral / active EE | $4,862 | $9,808-50.4% | $9,133-46.8% | $6,689-27.3% |
| Admin fee / account holder | $4,071 | $16,364-75.1% | $13,899-70.7% | $13,390-69.6% |