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 | $157,404 | $111,535+41.1% | $105,223+49.6% | $137,256+14.7% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 15.71% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,450 | $3,939-37.8% | $3,689-33.6% | $4,156-41.1% |
| Participant deferral / active EE | $5,121 | $5,500-6.9% | $5,072+1.0% | $6,407-20.1% |
| Admin fee / account holder | $3,609 | $9,721-62.9% | $8,859-59.3% | $12,270-70.6% |