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 | $114,444 | $112,729+1.5% | $98,716+15.9% | $137,256-16.6% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.3%-7.4pp | 80.0%-18.1pp |
| Annual return | 15.64% | 38.48%-22.8pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,877 | $2,725-31.1% | $2,279-17.6% | $4,156-54.8% |
| Participant deferral / active EE | $4,935 | $4,640+6.4% | $4,048+21.9% | $6,407-23.0% |
| Admin fee / account holder | $878 | $10,129-91.3% | $8,703-89.9% | $12,270-92.8% |