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 | $123,360 | $87,106+41.6% | $105,607+16.8% | $80,935+52.4% |
| Participation rate | 62.1% | 70.4%-8.4pp | 75.3%-13.2pp | 67.7%-5.6pp |
| Annual return | 18.06% | 17.01%+1.1pp | 116.11%-98.0pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,265 | $2,396-47.2% | $3,167-60.0% | $2,757-54.1% |
| Participant deferral / active EE | $3,783 | $3,986-5.1% | $5,011-24.5% | $4,299-12.0% |
| Admin fee / account holder | $751 | $8,447-91.1% | $10,958-93.1% | $6,924-89.2% |