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 | $138,635 | $165,361-16.2% | $149,715-7.4% | $158,950-12.8% |
| Participation rate | 56.3% | 84.6%-28.3pp | 82.5%-26.2pp | 82.0%-25.7pp |
| Annual return | 17.55% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,075 | $5,103-78.9% | $4,645-76.9% | $4,762-77.4% |
| Participant deferral / active EE | $3,953 | $7,182-45.0% | $6,842-42.2% | $5,983-33.9% |
| Admin fee / account holder | $3,079 | $10,808-71.5% | $9,310-66.9% | $11,248-72.6% |