Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,184 | $208,088-61.5% | $186,193-56.9% | $154,746-48.2% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 19.93% | 89.97%-70.0pp | 78.03%-58.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,037 | $4,340-76.1% | $3,918-73.5% | $4,379-76.3% |
| Participant deferral / active EE | $6,932 | $7,078-2.1% | $6,513+6.4% | $6,730+3.0% |
| Admin fee / account holder | $326 | $11,698-97.2% | $11,058-97.0% | $14,365-97.7% |