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 | $162,106 | $183,592-11.7% | $155,574+4.2% | $145,877+11.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.79% | 61.37%-52.6pp | 64.87%-56.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,917 | $5,317-63.9% | $4,676-59.0% | $4,663-58.9% |
| Participant deferral / active EE | $5,397 | $6,466-16.5% | $5,629-4.1% | $6,691-19.3% |
| Admin fee / account holder | $822 | $19,316-95.7% | $15,914-94.8% | $13,402-93.9% |