Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,187 | $172,111-67.4% | $150,298-62.6% | $137,256-59.1% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,178 | $4,636-74.6% | $4,154-71.6% | $4,156-71.7% |
| Participant deferral / active EE | $4,152 | $6,166-32.7% | $5,453-23.9% | $6,407-35.2% |
| Admin fee / account holder | $1,783 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |