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 | $110,193 | $111,535-1.2% | $105,223+4.7% | $137,256-19.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 18.22% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,807 | $3,939-54.1% | $3,689-51.0% | $4,156-56.5% |
| Participant deferral / active EE | $3,974 | $5,500-27.8% | $5,072-21.7% | $6,407-38.0% |
| Admin fee / account holder | $2,126 | $9,721-78.1% | $8,859-76.0% | $12,270-82.7% |