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 | $87,101 | $174,379-50.1% | $152,093-42.7% | $138,895-37.3% |
| Participation rate | 52.9% | 81.6%-28.7pp | 77.8%-24.8pp | 79.9%-27.0pp |
| Annual return | 16.27% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,162 | $4,652-53.5% | $4,175-48.2% | $4,194-48.5% |
| Participant deferral / active EE | $4,761 | $6,159-22.7% | $5,451-12.7% | $6,396-25.6% |
| Admin fee / account holder | $3,713 | $16,880-78.0% | $14,497-74.4% | $12,562-70.4% |