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 | $56,208 | $47,479+18.4% | $62,929-10.7% | $82,448-31.8% |
| Participation rate | 65.2% | 66.9%-1.7pp | 73.1%-7.9pp | 68.1%-2.9pp |
| Annual return | 16.20% | 20.34%-4.1pp | 1063.93%-1047.7pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,165 | $1,885-38.2% | $2,505-53.5% | $2,551-54.3% |
| Participant deferral / active EE | $2,238 | $2,870-22.0% | $3,888-42.4% | $4,139-45.9% |
| Admin fee / account holder | $3,140 | $3,804-17.5% | $5,065-38.0% | $7,234-56.6% |