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 | $94,193 | $85,766+9.8% | $136,298-30.9% | $70,126+34.3% |
| Participation rate | 56.0% | 74.2%-18.2pp | 81.9%-25.9pp | 69.5%-13.5pp |
| Annual return | 20.23% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,859 | $2,966-3.6% | $4,696-39.1% | $2,343+22.1% |
| Participant deferral / active EE | $5,700 | $5,051+12.8% | $6,247-8.8% | $3,332+71.1% |
| Admin fee / account holder | $4,304 | $5,421-20.6% | $9,244-53.4% | $4,645-7.3% |