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 | $95,281 | $63,346+50.4% | $92,240+3.3% | $70,126+35.9% |
| Participation rate | 58.3% | 68.7%-10.3pp | 76.5%-18.1pp | 69.5%-11.2pp |
| Annual return | 16.29% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,356 | $2,471-4.7% | $3,680-36.0% | $2,343+0.6% |
| Participant deferral / active EE | $5,277 | $2,854+84.9% | $3,897+35.4% | $3,332+58.4% |
| Admin fee / account holder | $1,915 | $3,841-50.1% | $5,194-63.1% | $4,645-58.8% |