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 | $76,553 | $81,208-5.7% | $98,920-22.6% | $79,856-4.1% |
| Participation rate | 69.0% | 72.5%-3.5pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 18.13% | 60.99%-42.9pp | 196.47%-178.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,413 | $1,960-27.9% | $2,689-47.5% | $2,471-42.8% |
| Participant deferral / active EE | $5,265 | $3,265+61.3% | $4,245+24.0% | $3,741+40.8% |
| Admin fee / account holder | $2,013 | $6,013-66.5% | $6,643-69.7% | $5,306-62.1% |