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 | $65,541 | $125,778-47.9% | $114,563-42.8% | $154,746-57.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.9%-27.4pp | 80.7%-35.2pp |
| Annual return | 20.76% | 295.14%-274.4pp | 241.09%-220.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,295 | $2,806-53.8% | $2,592-50.0% | $4,379-70.4% |
| Participant deferral / active EE | $6,361 | $4,445+43.1% | $4,142+53.6% | $6,730-5.5% |
| Admin fee / account holder | $5,928 | $8,190-27.6% | $7,623-22.2% | $14,365-58.7% |