Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,164 | $91,179-26.3% | $178,499-62.4% | $79,852-15.9% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 25.67% | 24.19%+1.5pp | 151.10%-125.4pp | 31.72%-6.0pp |
| Employer contribution / active EE | $874 | $3,256-73.2% | $5,011-82.6% | $2,471-64.6% |
| Participant deferral / active EE | $3,408 | $3,236+5.3% | $5,202-34.5% | $3,740-8.9% |
| Admin fee / account holder | $1,408 | $6,749-79.1% | $13,986-89.9% | $5,306-73.5% |