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 | $93,648 | $118,695-21.1% | $98,916-5.3% | $158,950-41.1% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 16.89% | 372.39%-355.5pp | 196.45%-179.6pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,028 | $3,333-69.2% | $2,689-61.8% | $4,762-78.4% |
| Participant deferral / active EE | $2,276 | $5,088-55.3% | $4,245-46.4% | $5,983-62.0% |
| Admin fee / account holder | $1,201 | $10,132-88.1% | $6,642-81.9% | $11,248-89.3% |