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 | $79,537 | $63,346+25.6% | $92,240-13.8% | $70,126+13.4% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 14.00% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,606 | $2,471+45.9% | $3,680-2.0% | $2,343+53.9% |
| Participant deferral / active EE | $4,129 | $2,854+44.7% | $3,897+5.9% | $3,332+23.9% |
| Admin fee / account holder | $2,025 | $3,841-47.3% | $5,194-61.0% | $4,645-56.4% |