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 | $94,676 | $117,846-19.7% | $102,434-7.6% | $145,884-35.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 12.36% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,607 | $3,615-55.6% | $3,023-46.9% | $4,662-65.5% |
| Participant deferral / active EE | $5,626 | $5,733-1.9% | $5,055+11.3% | $6,690-15.9% |
| Admin fee / account holder | $1,307 | $13,356-90.2% | $9,462-86.2% | $13,392-90.2% |