Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $73,881 | $183,592-59.8% | $155,574-52.5% | $145,877-49.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.54% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,706 | $5,317-67.9% | $4,676-63.5% | $4,663-63.4% |
| Participant deferral / active EE | $5,251 | $6,466-18.8% | $5,629-6.7% | $6,691-21.5% |
| Admin fee / account holder | $746 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |