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 | $126,537 | $184,014-31.2% | $161,149-21.5% | $138,895-8.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 19.99% | 21.52%-1.5pp | 21.16%-1.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,591 | $5,055-68.5% | $4,360-63.5% | $4,194-62.1% |
| Participant deferral / active EE | $4,455 | $6,909-35.5% | $6,153-27.6% | $6,396-30.4% |
| Admin fee / account holder | $739 | $18,027-95.9% | $15,194-95.1% | $12,562-94.1% |