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 | $90,235 | $55,902+61.4% | $76,030+18.7% | $80,959+11.5% |
| Participation rate | 69.7% | 62.1%+7.6pp | 69.1%+0.6pp | 67.7%+2.0pp |
| Annual return | 11.65% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,018 | $1,867+61.7% | $2,688+12.3% | $2,757+9.5% |
| Participant deferral / active EE | $7,008 | $3,051+129.7% | $4,257+64.6% | $4,300+63.0% |
| Admin fee / account holder | $5,878 | $5,239+12.2% | $6,421-8.5% | $6,925-15.1% |