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 | $89,310 | $132,634-32.7% | $115,768-22.9% | $137,256-34.9% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 14.84% | 160.70%-145.9pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,093 | $3,360-37.7% | $2,940-28.8% | $4,156-49.6% |
| Participant deferral / active EE | $3,807 | $5,619-32.2% | $4,917-22.6% | $6,407-40.6% |
| Admin fee / account holder | $7,275 | $15,028-51.6% | $12,439-41.5% | $12,270-40.7% |