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 | $120,396 | $185,312-35.0% | $161,489-25.4% | $154,746-22.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 10.93% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,087 | $4,769-56.2% | $4,268-51.1% | $4,379-52.3% |
| Participant deferral / active EE | $2,137 | $6,350-66.3% | $5,630-62.0% | $6,730-68.2% |
| Admin fee / account holder | $1,803 | $18,654-90.3% | $16,006-88.7% | $14,365-87.4% |