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 | $54,693 | $165,381-66.9% | $149,730-63.5% | $158,966-65.6% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 9.08% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $1,976 | $5,104-61.3% | $4,645-57.5% | $4,762-58.5% |
| Participant deferral / active EE | $5,024 | $7,182-30.1% | $6,843-26.6% | $5,983-16.0% |
| Admin fee / account holder | $2,154 | $10,809-80.1% | $9,310-76.9% | $11,250-80.8% |