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 | $103,265 | $178,174-42.0% | $156,181-33.9% | $137,256-24.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.8%-20.9pp | 80.0%-22.1pp |
| Annual return | 14.66% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,366 | $4,972-72.5% | $4,294-68.2% | $4,156-67.1% |
| Participant deferral / active EE | $5,312 | $6,888-22.9% | $6,132-13.4% | $6,407-17.1% |
| Admin fee / account holder | $25,163 | $17,404+44.6% | $14,586+72.5% | $12,270+105.1% |