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 | $112,040 | $49,199+127.7% | $121,204-7.6% | $75,173+49.0% |
| Participation rate | 38.6% | 55.4%-16.8pp | 69.5%-30.9pp | 67.2%-28.6pp |
| Annual return | 22.74% | 56.04%-33.3pp | 987.18%-964.4pp | 160.72%-138.0pp |
| Employer contribution / active EE | $1,317 | $1,547-14.9% | $4,170-68.4% | $2,671-50.7% |
| Participant deferral / active EE | $3,391 | $2,630+28.9% | $4,083-17.0% | $4,126-17.8% |
| Admin fee / account holder | $456 | $3,946-88.4% | $5,651-91.9% | $5,651-91.9% |