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 | $92,295 | $183,539-49.7% | $155,556-40.7% | $145,897-36.7% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 15.73% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,587 | $5,315-70.1% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $6,165 | $6,467-4.7% | $5,631+9.5% | $6,689-7.8% |
| Admin fee / account holder | $2,752 | $19,275-85.7% | $15,885-82.7% | $13,390-79.4% |