Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,264 | $160,040-33.6% | $147,096-27.8% | $145,877-27.2% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 15.75% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,149 | $5,289-78.3% | $4,936-76.7% | $4,663-75.4% |
| Participant deferral / active EE | $5,356 | $8,429-36.5% | $8,071-33.6% | $6,691-19.9% |
| Admin fee / account holder | $868 | $15,050-94.2% | $13,005-93.3% | $13,402-93.5% |