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 | $107,232 | $98,766+8.6% | $149,730-28.4% | $79,852+34.3% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.2pp |
| Annual return | 15.52% | 27.43%-11.9pp | 276.70%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,287 | $3,217+2.2% | $4,645-29.2% | $2,471+33.0% |
| Participant deferral / active EE | $6,434 | $5,681+13.3% | $6,843-6.0% | $3,740+72.0% |
| Admin fee / account holder | $1,842 | $6,052-69.6% | $9,310-80.2% | $5,306-65.3% |