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 | $95,353 | $85,766+11.2% | $136,298-30.0% | $70,126+36.0% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 16.36% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,527 | $2,966-48.5% | $4,696-67.5% | $2,343-34.8% |
| Participant deferral / active EE | $3,056 | $5,051-39.5% | $6,247-51.1% | $3,332-8.3% |
| Admin fee / account holder | $468 | $5,421-91.4% | $9,244-94.9% | $4,645-89.9% |