Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,963 | $63,346+34.1% | $92,239-7.9% | $70,124+21.2% |
| Participation rate | 42.2% | 68.7%-26.4pp | 76.5%-34.3pp | 69.5%-27.3pp |
| Annual return | 12.94% | 530.19%-517.3pp | 176.29%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,834 | $2,471-25.8% | $3,680-50.2% | $2,342-21.7% |
| Participant deferral / active EE | $3,935 | $2,854+37.9% | $3,897+1.0% | $3,332+18.1% |
| Admin fee / account holder | $828 | $3,841-78.4% | $5,194-84.1% | $4,645-82.2% |