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 | $116,125 | $75,807+53.2% | $116,0960% | $86,983+33.5% |
| Participation rate | 68.9% | 66.9%+2.0pp | 73.3%-4.4pp | 69.5%-0.7pp |
| Annual return | 20.63% | 18.57%+2.1pp | 326.25%-305.6pp | 25.83%-5.2pp |
| Employer contribution / active EE | $1,507 | $1,892-20.4% | $2,503-39.8% | $2,584-41.7% |
| Participant deferral / active EE | $5,383 | $3,212+67.6% | $3,952+36.2% | $4,194+28.4% |
| Admin fee / account holder | $2,029 | $6,659-69.5% | $7,704-73.7% | $7,856-74.2% |