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 | $92,060 | $61,125+50.6% | $94,057-2.1% | $87,485+5.2% |
| Participation rate | 58.7% | 64.1%-5.4pp | 73.3%-14.6pp | 68.9%-10.2pp |
| Annual return | 14.08% | 35.20%-21.1pp | 480.62%-466.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $3,874 | $2,136+81.3% | $2,933+32.1% | $2,596+49.2% |
| Participant deferral / active EE | $4,247 | $3,260+30.3% | $4,709-9.8% | $4,274-0.6% |
| Admin fee / account holder | $3,733 | $5,629-33.7% | $7,244-48.5% | $7,775-52.0% |