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 | $97,318 | $178,174-45.4% | $156,181-37.7% | $137,256-29.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.39% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,760 | $4,972-44.5% | $4,294-35.7% | $4,156-33.6% |
| Participant deferral / active EE | $4,398 | $6,888-36.2% | $6,132-28.3% | $6,407-31.4% |
| Admin fee / account holder | $11,316 | $17,404-35.0% | $14,586-22.4% | $12,270-7.8% |