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 | $86,958 | $118,695-26.7% | $98,916-12.1% | $158,950-45.3% |
| Participation rate | 61.1% | 77.8%-16.7pp | 76.0%-14.9pp | 82.0%-20.9pp |
| Annual return | 16.33% | 372.39%-356.1pp | 196.45%-180.1pp | 302.91%-286.6pp |
| Employer contribution / active EE | $2,412 | $3,333-27.6% | $2,689-10.3% | $4,762-49.4% |
| Participant deferral / active EE | $5,043 | $5,088-0.9% | $4,245+18.8% | $5,983-15.7% |
| Admin fee / account holder | $987 | $10,132-90.3% | $6,642-85.1% | $11,248-91.2% |