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 | $83,145 | $49,976+66.4% | $66,674+24.7% | $82,637+0.6% |
| Participation rate | 59.1% | 63.1%-4.0pp | 73.7%-14.6pp | 68.1%-9.0pp |
| Annual return | 14.53% | 39.09%-24.6pp | 321.24%-306.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,699 | $1,988-14.5% | $2,620-35.2% | $2,552-33.4% |
| Participant deferral / active EE | $5,807 | $2,847+104.0% | $4,084+42.2% | $4,126+40.7% |
| Admin fee / account holder | $3,744 | $4,594-18.5% | $5,098-26.6% | $7,339-49.0% |