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 | $60,061 | $125,778-52.2% | $114,563-47.6% | $154,746-61.2% |
| Participation rate | 35.7% | 75.2%-39.5pp | 72.9%-37.2pp | 80.7%-45.0pp |
| Annual return | 87.52% | 295.14%-207.6pp | 241.09%-153.6pp | 172.34%-84.8pp |
| Employer contribution / active EE | $873 | $2,806-68.9% | $2,592-66.3% | $4,379-80.1% |
| Participant deferral / active EE | $965 | $4,445-78.3% | $4,142-76.7% | $6,730-85.7% |
| Admin fee / account holder | $11,788 | $8,190+43.9% | $7,623+54.6% | $14,365-17.9% |