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 | $81,708 | $157,304-48.1% | $141,197-42.1% | $152,909-46.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.41% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,202 | $5,263-77.2% | $4,736-74.6% | $4,764-74.8% |
| Participant deferral / active EE | $2,322 | $7,111-67.4% | $6,710-65.4% | $5,851-60.3% |
| Admin fee / account holder | $2,609 | $12,126-78.5% | $10,265-74.6% | $11,601-77.5% |