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 | $102,146 | $48,364+111.2% | $71,796+42.3% | $62,881+62.4% |
| Participation rate | 28.6% | 60.6%-32.1pp | 69.1%-40.5pp | 69.3%-40.7pp |
| Annual return | 8.71% | 13.16%-4.5pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $668 | $1,042-35.9% | $1,924-65.3% | $2,281-70.7% |
| Participant deferral / active EE | $2,507 | $2,091+19.9% | $2,794-10.3% | $3,203-21.7% |
| Admin fee / account holder | $401 | $3,771-89.4% | $4,815-91.7% | $4,296-90.7% |