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 | $132,983 | $83,485+59.3% | $125,192+6.2% | $72,975+82.2% |
| Participation rate | 67.6% | 73.3%-5.7pp | 79.8%-12.1pp | 69.5%-1.8pp |
| Annual return | 20.95% | 25.77%-4.8pp | 43.79%-22.8pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,237 | $2,346-47.3% | $3,866-68.0% | $2,440-49.3% |
| Participant deferral / active EE | $5,855 | $3,586+63.3% | $4,937+18.6% | $3,608+62.3% |
| Admin fee / account holder | $25,905 | $5,518+369.5% | $9,704+167.0% | $5,124+405.6% |