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 | $77,374 | $99,652-22.4% | $78,778-1.8% | $147,586-47.6% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 17.65% | 47.28%-29.6pp | 35.62%-18.0pp | 578.59%-560.9pp |
| Employer contribution / active EE | $1,357 | $2,796-51.4% | $1,986-31.6% | $4,876-72.2% |
| Participant deferral / active EE | $3,978 | $3,664+8.6% | $2,958+34.5% | $5,439-26.9% |
| Admin fee / account holder | $655 | $7,155-90.9% | $5,134-87.2% | $10,886-94.0% |