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 | $51,565 | $69,248-25.5% | $64,101-19.6% | $139,466-63.0% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.89% | 45.95%-24.1pp | 33.72%-11.8pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,599 | $3,185-49.8% | $2,749-41.8% | $4,754-66.4% |
| Participant deferral / active EE | $5,452 | $4,682+16.4% | $3,881+40.5% | $6,712-18.8% |
| Admin fee / account holder | $1,942 | $4,247-54.3% | $3,070-36.8% | $11,409-83.0% |