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 | $100,912 | $48,053+110.0% | $84,628+19.2% | $72,975+38.3% |
| Participation rate | 16.0% | 57.6%-41.6pp | 68.2%-52.2pp | 69.5%-53.5pp |
| Annual return | 31.29% | 37.39%-6.1pp | 258.80%-227.5pp | 81.01%-49.7pp |
| Employer contribution / active EE | $253 | $1,602-84.2% | $2,653-90.5% | $2,440-89.6% |
| Participant deferral / active EE | $2,712 | $2,681+1.2% | $3,900-30.5% | $3,608-24.8% |
| Admin fee / account holder | $380 | $3,395-88.8% | $4,914-92.3% | $5,124-92.6% |