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 | $85,381 | $48,337+76.6% | $67,560+26.4% | $80,959+5.5% |
| Participation rate | 41.4% | 66.4%-25.1pp | 72.9%-31.6pp | 67.7%-26.3pp |
| Annual return | 14.85% | 18.26%-3.4pp | 3533.50%-3518.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,323 | $2,023-34.6% | $2,737-51.7% | $2,757-52.0% |
| Participant deferral / active EE | $2,869 | $2,928-2.0% | $4,004-28.4% | $4,300-33.3% |
| Admin fee / account holder | $3,314 | $3,695-10.3% | $3,994-17.0% | $6,925-52.1% |