Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,187 | $106,267-4.8% | $96,520+4.8% | $139,456-27.4% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 57.76% | 38.45%+19.3pp | 35.72%+22.0pp | 373.45%-315.7pp |
| Employer contribution / active EE | $2,298 | $4,105-44.0% | $3,739-38.5% | $4,753-51.6% |
| Participant deferral / active EE | $4,869 | $5,454-10.7% | $4,879-0.2% | $6,711-27.5% |
| Admin fee / account holder | $7,823 | $7,882-0.8% | $6,733+16.2% | $11,407-31.4% |