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 | $77,252 | $209,425-63.1% | $178,499-56.7% | $158,966-51.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 15.82% | 188.80%-173.0pp | 151.10%-135.3pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,183 | $5,707-79.3% | $5,011-76.4% | $4,762-75.2% |
| Participant deferral / active EE | $5,830 | $5,955-2.1% | $5,202+12.1% | $5,983-2.6% |
| Admin fee / account holder | $5,111 | $17,078-70.1% | $13,986-63.5% | $11,250-54.6% |