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 | $118,885 | $108,882+9.2% | $96,754+22.9% | $154,746-23.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.25% | 98.39%-84.1pp | 82.04%-67.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $390 | $3,018-87.1% | $2,679-85.5% | $4,379-91.1% |
| Participant deferral / active EE | $3,716 | $5,323-30.2% | $4,758-21.9% | $6,730-44.8% |
| Admin fee / account holder | $18,472 | $10,200+81.1% | $8,905+107.4% | $14,365+28.6% |