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 | $138,019 | $106,280+29.9% | $96,538+43.0% | $139,487-1.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 14.84% | 38.48%-23.6pp | 35.74%-20.9pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,867 | $4,107-54.5% | $3,740-50.1% | $4,755-60.7% |
| Participant deferral / active EE | $4,944 | $5,457-9.4% | $4,880+1.3% | $6,713-26.3% |
| Admin fee / account holder | $20,433 | $7,888+159.0% | $6,737+203.3% | $11,407+79.1% |