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 | $73,929 | $48,078+53.8% | $78,676-6.0% | $62,881+17.6% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.3pp | 69.3%-14.1pp |
| Annual return | 143.84% | 31.36%+112.5pp | 62.19%+81.7pp | 20.14%+123.7pp |
| Employer contribution / active EE | $1,371 | $2,015-31.9% | $2,850-51.9% | $2,281-39.9% |
| Participant deferral / active EE | $2,437 | $2,587-5.8% | $3,517-30.7% | $3,203-23.9% |
| Admin fee / account holder | $1,551 | $3,206-51.6% | $4,510-65.6% | $4,296-63.9% |