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 | $124,234 | $90,486+37.3% | $78,676+57.9% | $273,972-54.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 73.6%-45.0pp | 83.0%-54.4pp |
| Annual return | 5.69% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $461 | $3,175-85.5% | $2,850-83.8% | $4,869-90.5% |
| Participant deferral / active EE | $2,772 | $3,901-29.0% | $3,517-21.2% | $5,287-47.6% |
| Admin fee / account holder | $13,794 | $5,263+162.1% | $4,510+205.8% | $10,133+36.1% |