Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,991 | $201,372-63.3% | $184,260-59.8% | $145,884-49.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.82% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $3,800 | $7,024-45.9% | $6,427-40.9% | $4,662-18.5% |
| Participant deferral / active EE | $9,209 | $9,808-6.1% | $9,133+0.8% | $6,690+37.7% |
| Admin fee / account holder | $15,027 | $16,362-8.2% | $13,898+8.1% | $13,392+12.2% |