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 | $105,482 | $67,823+55.5% | $52,425+101.2% | $137,256-23.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 10.75% | 219.11%-208.4pp | 302.12%-291.4pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,815 | $1,163+56.1% | $914+98.5% | $4,156-56.3% |
| Participant deferral / active EE | $3,748 | $2,288+63.8% | $1,790+109.3% | $6,407-41.5% |
| Admin fee / account holder | $1,184 | $2,844-58.4% | $2,495-52.5% | $12,270-90.4% |