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 | $71,773 | $89,370-19.7% | $141,197-49.2% | $72,976-1.6% |
| Participation rate | 31.8% | 75.1%-43.3pp | 82.5%-50.7pp | 69.5%-37.7pp |
| Annual return | 58.34% | 111.88%-53.5pp | 71.41%-13.1pp | 81.02%-22.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,793 | $5,419-48.5% | $6,710-58.4% | $3,608-22.6% |
| Admin fee / account holder | $5,309 | $5,957-10.9% | $10,265-48.3% | $5,124+3.6% |