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 | $151,265 | $102,385+47.7% | $147,080+2.8% | $80,935+86.9% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 11.91% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,370 | $3,717-63.1% | $4,933-72.2% | $2,757-50.3% |
| Participant deferral / active EE | $4,905 | $6,651-26.2% | $8,066-39.2% | $4,299+14.1% |
| Admin fee / account holder | $5,028 | $7,951-36.8% | $12,989-61.3% | $6,924-27.4% |