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 | $123,063 | $99,994+23.1% | $146,643-16.1% | $85,847+43.4% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 14.54% | 18.93%-4.4pp | 22.75%-8.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $2,123 | $2,559-17.0% | $4,137-48.7% | $2,565-17.2% |
| Participant deferral / active EE | $6,078 | $4,006+51.7% | $5,506+10.4% | $3,952+53.8% |
| Admin fee / account holder | $5,783 | $7,703-24.9% | $10,280-43.7% | $6,261-7.6% |