Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $54,265 | $102,938-47.3% | $94,105-42.3% | $138,895-60.9% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 11.33% | 250.28%-239.0pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,522 | $2,732-7.7% | $2,504+0.7% | $4,194-39.9% |
| Participant deferral / active EE | $4,977 | $4,196+18.6% | $3,881+28.3% | $6,396-22.2% |
| Admin fee / account holder | $1,061 | $6,600-83.9% | $6,199-82.9% | $12,562-91.6% |