Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,207 | $102,385-22.6% | $147,080-46.1% | $80,935-2.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 16.32% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,275 | $3,717-38.8% | $4,933-53.9% | $2,757-17.5% |
| Participant deferral / active EE | $3,639 | $6,651-45.3% | $8,066-54.9% | $4,299-15.4% |
| Admin fee / account holder | $1,636 | $7,951-79.4% | $12,989-87.4% | $6,924-76.4% |