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 | $76,561 | $102,429-25.3% | $147,096-48.0% | $80,925-5.4% |
| Participation rate | 67.1% | 75.9%-8.8pp | 82.2%-15.1pp | 67.7%-0.6pp |
| Annual return | 18.65% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $3,828 | $3,716+3.0% | $4,936-22.4% | $2,756+38.9% |
| Participant deferral / active EE | $9,465 | $6,649+42.4% | $8,071+17.3% | $4,299+120.2% |
| Admin fee / account holder | $4,525 | $7,957-43.1% | $13,005-65.2% | $6,940-34.8% |