Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,451 | $227,399-58.9% | $189,758-50.8% | $198,609-52.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 18.57% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,662 | $5,526-69.9% | $4,767-65.1% | $5,055-67.1% |
| Participant deferral / active EE | $7,082 | $6,837+3.6% | $5,856+20.9% | $6,977+1.5% |
| Admin fee / account holder | $6,501 | $25,162-74.2% | $20,388-68.1% | $19,030-65.8% |