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 | $115,441 | $211,288-45.4% | $178,540-35.3% | $145,884-20.9% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 10.95% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,046 | $4,574-77.1% | $3,953-73.5% | $4,662-77.6% |
| Participant deferral / active EE | $2,077 | $6,967-70.2% | $6,281-66.9% | $6,690-68.9% |
| Admin fee / account holder | $8,010 | $12,105-33.8% | $10,424-23.2% | $13,392-40.2% |