Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,046 | $102,385-27.7% | $147,080-49.7% | $80,935-8.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 14.19% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,440 | $3,717-7.4% | $4,933-30.3% | $2,757+24.8% |
| Participant deferral / active EE | $6,827 | $6,651+2.6% | $8,066-15.4% | $4,299+58.8% |
| Admin fee / account holder | $4,110 | $7,951-48.3% | $12,989-68.4% | $6,924-40.6% |