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 | $78,991 | $98,766-20.0% | $149,730-47.2% | $79,852-1.1% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 16.98% | 27.43%-10.4pp | 276.70%-259.7pp | 31.72%-14.7pp |
| Employer contribution / active EE | $3,082 | $3,217-4.2% | $4,645-33.6% | $2,471+24.7% |
| Participant deferral / active EE | $6,713 | $5,681+18.2% | $6,843-1.9% | $3,740+79.5% |
| Admin fee / account holder | $3,705 | $6,052-38.8% | $9,310-60.2% | $5,306-30.2% |