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 | $182,942 | $232,540-21.3% | $185,117-1.2% | $147,586+24.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 7.86% | 43.03%-35.2pp | 40.50%-32.6pp | 578.59%-570.7pp |
| Employer contribution / active EE | $815 | $5,195-84.3% | $4,182-80.5% | $4,876-83.3% |
| Participant deferral / active EE | $2,037 | $5,834-65.1% | $5,045-59.6% | $5,439-62.5% |
| Admin fee / account holder | $13,432 | $10,275+30.7% | $8,159+64.6% | $10,886+23.4% |