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 | $82,366 | $129,737-36.5% | $119,126-30.9% | $154,746-46.8% |
| Participation rate | 61.9% | 78.9%-16.9pp | 75.8%-13.9pp | 80.7%-18.8pp |
| Annual return | 19.32% | 379.08%-359.8pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,728 | $5,842-1.9% | $5,318+7.7% | $6,730-14.9% |
| Admin fee / account holder | $4,099 | $11,961-65.7% | $10,693-61.7% | $14,365-71.5% |