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 | $88,127 | $232,540-62.1% | $185,117-52.4% | $147,586-40.3% |
| Participation rate | 18.2% | 82.4%-64.2pp | 77.3%-59.1pp | 82.8%-64.6pp |
| Annual return | 15.78% | 43.03%-27.3pp | 40.50%-24.7pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,744 | $5,834-70.1% | $5,045-65.4% | $5,439-67.9% |
| Admin fee / account holder | $5,185 | $10,275-49.5% | $8,159-36.5% | $10,886-52.4% |