Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $148,213 | $108,882+36.1% | $96,754+53.2% | $154,746-4.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 18.50% | 98.39%-79.9pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,230 | $3,018-26.1% | $2,679-16.8% | $4,379-49.1% |
| Participant deferral / active EE | $4,053 | $5,323-23.9% | $4,758-14.8% | $6,730-39.8% |
| Admin fee / account holder | $728 | $10,200-92.9% | $8,905-91.8% | $14,365-94.9% |