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 | $60,041 | $104,937-42.8% | $84,628-29.1% | $152,897-60.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 25.12% | 373.88%-348.8pp | 258.80%-233.7pp | 345.43%-320.3pp |
| Employer contribution / active EE | $732 | $3,303-77.8% | $2,653-72.4% | $4,764-84.6% |
| Participant deferral / active EE | $5,985 | $4,690+27.6% | $3,900+53.5% | $5,851+2.3% |
| Admin fee / account holder | $713 | $6,243-88.6% | $4,914-85.5% | $11,599-93.9% |