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 | $73,252 | $106,280-31.1% | $96,538-24.1% | $139,487-47.5% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 21.61% | 38.48%-16.9pp | 35.74%-14.1pp | 373.84%-352.2pp |
| Employer contribution / active EE | $2,330 | $4,107-43.3% | $3,740-37.7% | $4,755-51.0% |
| Participant deferral / active EE | $4,923 | $5,457-9.8% | $4,880+0.9% | $6,713-26.7% |
| Admin fee / account holder | $4,992 | $7,888-36.7% | $6,737-25.9% | $11,407-56.2% |