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 | $118,333 | $174,379-32.1% | $152,093-22.2% | $138,895-14.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.70% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,496 | $4,652-46.3% | $4,175-40.2% | $4,194-40.5% |
| Participant deferral / active EE | $9,590 | $6,159+55.7% | $5,451+75.9% | $6,396+49.9% |
| Admin fee / account holder | $21,916 | $16,880+29.8% | $14,497+51.2% | $12,562+74.5% |