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 | $89,735 | $110,410-18.7% | $102,437-12.4% | $145,897-38.5% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 17.00% | 24.85%-7.9pp | 24.95%-7.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,285 | $4,217-45.8% | $3,871-41.0% | $4,663-51.0% |
| Participant deferral / active EE | $4,402 | $5,622-21.7% | $5,060-13.0% | $6,689-34.2% |
| Admin fee / account holder | $2,667 | $9,745-72.6% | $8,388-68.2% | $13,390-80.1% |