Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,854 | $93,345-37.0% | $119,126-50.6% | $87,485-32.7% |
| Participation rate | 47.7% | 68.7%-21.0pp | 75.8%-28.0pp | 68.9%-21.2pp |
| Annual return | 36.11% | 19.08%+17.0pp | 282.11%-246.0pp | 26.06%+10.1pp |
| Employer contribution / active EE | $1,868 | $3,172-41.1% | $4,034-53.7% | $2,596-28.1% |
| Participant deferral / active EE | $5,796 | $4,099+41.4% | $5,318+9.0% | $4,274+35.6% |
| Admin fee / account holder | $818 | $8,039-89.8% | $10,693-92.4% | $7,775-89.5% |