Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $109,429 | $162,136-32.5% | $152,301-28.1% | $154,746-29.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.09% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,231 | $4,890-33.9% | $4,624-30.1% | $4,379-26.2% |
| Participant deferral / active EE | $5,851 | $8,341-29.8% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $5,242 | $15,759-66.7% | $14,398-63.6% | $14,365-63.5% |