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 | $95,967 | $88,672+8.2% | $105,223-8.8% | $82,448+16.4% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 15.76% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,892 | $3,048-5.1% | $3,689-21.6% | $2,551+13.4% |
| Participant deferral / active EE | $6,724 | $4,036+66.6% | $5,072+32.6% | $4,139+62.4% |
| Admin fee / account holder | $11,102 | $7,146+55.4% | $8,859+25.3% | $7,234+53.5% |