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 | $187,271 | $132,634+41.2% | $115,768+61.8% | $137,256+36.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.40% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,538 | $3,360-54.2% | $2,940-47.7% | $4,156-63.0% |
| Participant deferral / active EE | $3,632 | $5,619-35.4% | $4,917-26.1% | $6,407-43.3% |
| Admin fee / account holder | $700 | $15,028-95.3% | $12,439-94.4% | $12,270-94.3% |