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 | $75,595 | $58,258+29.8% | $81,820-7.6% | $80,925-6.6% |
| Participation rate | 62.1% | 63.5%-1.4pp | 72.4%-10.3pp | 67.7%-5.6pp |
| Annual return | 13.60% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $2,997 | $2,345+27.8% | $2,915+2.8% | $2,756+8.7% |
| Participant deferral / active EE | $6,496 | $3,284+97.8% | $4,323+50.3% | $4,299+51.1% |
| Admin fee / account holder | $1,319 | $4,976-73.5% | $7,391-82.2% | $6,940-81.0% |