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 | $63,612 | $70,366-9.6% | $66,674-4.6% | $138,895-54.2% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.7%-9.0pp | 79.9%-15.2pp |
| Annual return | 13.73% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,496 | $2,765-45.9% | $2,620-42.9% | $4,194-64.3% |
| Participant deferral / active EE | $4,396 | $4,374+0.5% | $4,084+7.6% | $6,396-31.3% |
| Admin fee / account holder | $4,312 | $5,262-18.1% | $5,098-15.4% | $12,562-65.7% |