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 | $105,210 | $162,136-35.1% | $152,301-30.9% | $154,746-32.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.58% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,712 | $4,890-44.6% | $4,624-41.4% | $4,379-38.1% |
| Participant deferral / active EE | $5,144 | $8,341-38.3% | $8,004-35.7% | $6,730-23.6% |
| Admin fee / account holder | $416 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |