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 | $55,940 | $172,111-67.5% | $150,298-62.8% | $137,256-59.2% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 15.50% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,108 | $4,636-76.1% | $4,154-73.3% | $4,156-73.3% |
| Participant deferral / active EE | $2,243 | $6,166-63.6% | $5,453-58.9% | $6,407-65.0% |
| Admin fee / account holder | $1,379 | $16,471-91.6% | $14,116-90.2% | $12,270-88.8% |