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 | $70,964 | $157,304-54.9% | $141,197-49.7% | $152,909-53.6% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 18.26% | 64.34%-46.1pp | 71.41%-53.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,747 | $5,263-66.8% | $4,736-63.1% | $4,764-63.3% |
| Participant deferral / active EE | $5,327 | $7,111-25.1% | $6,710-20.6% | $5,851-9.0% |
| Admin fee / account holder | $13,874 | $12,126+14.4% | $10,265+35.2% | $11,601+19.6% |