Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,874 | $91,559-29.1% | $133,971-51.6% | $79,852-18.8% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 15.65% | 61.85%-46.2pp | 45.09%-29.4pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,119 | $2,384-11.1% | $3,919-45.9% | $2,471-14.2% |
| Participant deferral / active EE | $4,065 | $3,734+8.9% | $5,047-19.5% | $3,740+8.7% |
| Admin fee / account holder | $2,036 | $6,321-67.8% | $8,929-77.2% | $5,306-61.6% |