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 | $200,126 | $211,288-5.3% | $178,540+12.1% | $145,884+37.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.45% | 30.27%-17.8pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,389 | $4,574-69.6% | $3,953-64.9% | $4,662-70.2% |
| Participant deferral / active EE | $16,196 | $6,967+132.5% | $6,281+157.9% | $6,690+142.1% |
| Admin fee / account holder | $1,854 | $12,105-84.7% | $10,424-82.2% | $13,392-86.2% |