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 | $100,804 | $63,342+59.1% | $92,236+9.3% | $70,131+43.7% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 15.21% | 530.15%-514.9pp | 176.29%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,824 | $2,471-26.2% | $3,679-50.4% | $2,342-22.1% |
| Participant deferral / active EE | $2,893 | $2,854+1.4% | $3,897-25.7% | $3,332-13.2% |
| Admin fee / account holder | $2,823 | $3,840-26.5% | $5,194-45.7% | $4,645-39.2% |