Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,522 | $60,442+28.3% | $96,754-19.9% | $87,485-11.4% |
| Participation rate | 47.4% | 58.7%-11.3pp | 70.3%-22.9pp | 68.9%-21.6pp |
| Annual return | 96.33% | 21.97%+74.4pp | 82.04%+14.3pp | 26.06%+70.3pp |
| Employer contribution / active EE | $1,615 | $1,691-4.5% | $2,679-39.7% | $2,596-37.8% |
| Participant deferral / active EE | $3,411 | $3,280+4.0% | $4,758-28.3% | $4,274-20.2% |
| Admin fee / account holder | $2,471 | $5,069-51.3% | $8,905-72.2% | $7,775-68.2% |