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 | $112,649 | $165,939-32.1% | $122,354-7.9% | $147,586-23.7% |
| Participation rate | 40.0% | 79.6%-39.6pp | 71.6%-31.6pp | 82.8%-42.8pp |
| Annual return | 10.48% | 34.56%-24.1pp | 30.28%-19.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $7,284 | $5,754+26.6% | $4,051+79.8% | $4,876+49.4% |
| Participant deferral / active EE | $3,672 | $4,005-8.3% | $3,287+11.7% | $5,439-32.5% |
| Admin fee / account holder | $3,224 | $7,425-56.6% | $5,479-41.2% | $10,886-70.4% |