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 | $87,279 | $129,737-32.7% | $119,126-26.7% | $154,746-43.6% |
| Participation rate | 56.5% | 78.9%-22.3pp | 75.8%-19.2pp | 80.7%-24.2pp |
| Annual return | 12.77% | 379.08%-366.3pp | 282.11%-269.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,782 | $4,375-59.3% | $4,034-55.8% | $4,379-59.3% |
| Participant deferral / active EE | $2,597 | $5,842-55.6% | $5,318-51.2% | $6,730-61.4% |
| Admin fee / account holder | $1,095 | $11,961-90.8% | $10,693-89.8% | $14,365-92.4% |