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 | $178,326 | $132,634+34.4% | $115,768+54.0% | $137,256+29.9% |
| Participation rate | 69.2% | 77.9%-8.6pp | 74.4%-5.2pp | 80.0%-10.7pp |
| Annual return | 12.10% | 160.70%-148.6pp | 100.46%-88.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $939 | $3,360-72.0% | $2,940-68.1% | $4,156-77.4% |
| Participant deferral / active EE | $2,728 | $5,619-51.4% | $4,917-44.5% | $6,407-57.4% |
| Admin fee / account holder | $16,968 | $15,028+12.9% | $12,439+36.4% | $12,270+38.3% |