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 | $88,097 | $85,766+2.7% | $136,298-35.4% | $70,126+25.6% |
| Participation rate | 66.0% | 74.2%-8.2pp | 81.9%-16.0pp | 69.5%-3.6pp |
| Annual return | 18.72% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,782 | $5,051+34.3% | $6,247+8.6% | $3,332+103.5% |
| Admin fee / account holder | $14,426 | $5,421+166.1% | $9,244+56.1% | $4,645+210.5% |