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 | $205,114 | $116,203+76.5% | $93,621+119.1% | $152,897+34.2% |
| Participation rate | 18.8% | 78.1%-59.3pp | 75.8%-57.1pp | 82.5%-63.7pp |
| Annual return | 26.23% | 35.96%-9.7pp | 32.76%-6.5pp | 345.43%-319.2pp |
| Employer contribution / active EE | $618 | $3,219-80.8% | $2,719-77.3% | $4,764-87.0% |
| Participant deferral / active EE | $1,639 | $4,605-64.4% | $4,070-59.7% | $5,851-72.0% |
| Admin fee / account holder | $898 | $10,751-91.7% | $7,890-88.6% | $11,599-92.3% |