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 | $137,979 | $208,088-33.7% | $186,193-25.9% | $154,746-10.8% |
| Participation rate | 61.5% | 80.0%-18.5pp | 77.1%-15.6pp | 80.7%-19.2pp |
| Annual return | 15.39% | 89.97%-74.6pp | 78.03%-62.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,007 | $4,340-76.8% | $3,918-74.3% | $4,379-77.0% |
| Participant deferral / active EE | $6,083 | $7,078-14.1% | $6,513-6.6% | $6,730-9.6% |
| Admin fee / account holder | $629 | $11,698-94.6% | $11,058-94.3% | $14,365-95.6% |