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 | $127,161 | $104,251+22.0% | $91,004+39.7% | $147,586-13.8% |
| Participation rate | 54.2% | 78.2%-24.1pp | 75.6%-21.4pp | 82.8%-28.7pp |
| Annual return | 19.38% | 27.06%-7.7pp | 4.60%+14.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,451 | $3,116-53.4% | $2,456-40.9% | $4,876-70.2% |
| Participant deferral / active EE | $1,429 | $4,195-65.9% | $3,548-59.7% | $5,439-73.7% |
| Admin fee / account holder | $2,156 | $8,948-75.9% | $5,417-60.2% | $10,886-80.2% |