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 | $167,034 | $57,057+192.8% | $85,009+96.5% | $80,874+106.5% |
| Participation rate | 53.8% | 56.4%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 98.65% | 21.66%+77.0pp | 66.47%+32.2pp | 35.62%+63.0pp |
| Employer contribution / active EE | $1,464 | $1,799-18.6% | $2,728-46.4% | $2,756-46.9% |
| Participant deferral / active EE | $4,192 | $3,112+34.7% | $4,522-7.3% | $4,297-2.4% |
| Admin fee / account holder | $2,263 | $4,986-54.6% | $6,153-63.2% | $6,935-67.4% |