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 | $154,996 | $103,000+50.5% | $90,300+71.6% | $152,885+1.4% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 22.70% | 95.19%-72.5pp | 78.11%-55.4pp | 345.39%-322.7pp |
| Employer contribution / active EE | $1,285 | $3,138-59.0% | $2,854-55.0% | $4,763-73.0% |
| Participant deferral / active EE | $3,575 | $4,281-16.5% | $3,884-8.0% | $5,851-38.9% |
| Admin fee / account holder | $6,023 | $6,173-2.4% | $5,353+12.5% | $11,598-48.1% |