Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,866 | $132,634-59.4% | $115,768-53.5% | $137,256-60.8% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.4%-32.7pp | 80.0%-38.3pp |
| Annual return | 19.73% | 160.70%-141.0pp | 100.46%-80.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,512 | $3,360-55.0% | $2,940-48.6% | $4,156-63.6% |
| Participant deferral / active EE | $2,550 | $5,619-54.6% | $4,917-48.1% | $6,407-60.2% |
| Admin fee / account holder | $5,411 | $15,028-64.0% | $12,439-56.5% | $12,270-55.9% |