Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $101,217 | $96,731+4.6% | $123,973-18.4% | $86,983+16.4% |
| Participation rate | 44.8% | 70.0%-25.2pp | 76.7%-31.8pp | 69.5%-24.7pp |
| Annual return | 18.09% | 17.33%+0.8pp | 388.13%-370.0pp | 25.83%-7.7pp |
| Employer contribution / active EE | $2,114 | $3,297-35.9% | $4,126-48.8% | $2,584-18.2% |
| Participant deferral / active EE | $6,442 | $4,152+55.2% | $5,247+22.8% | $4,194+53.6% |
| Admin fee / account holder | $3,766 | $8,722-56.8% | $11,799-68.1% | $7,856-52.1% |