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 | $92,438 | $29,736+210.9% | $56,033+65.0% | $80,935+14.2% |
| Participation rate | 49.4% | 41.7%+7.7pp | 52.5%-3.1pp | 67.7%-18.3pp |
| Annual return | 18.21% | 35.28%-17.1pp | 1711.38%-1693.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,231 | $671+83.4% | $1,041+18.3% | $2,757-55.3% |
| Participant deferral / active EE | $2,319 | $1,228+88.8% | $1,954+18.7% | $4,299-46.1% |
| Admin fee / account holder | $3,529 | $2,434+45.0% | $2,827+24.8% | $6,924-49.0% |