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 | $101,148 | $91,559+10.5% | $133,971-24.5% | $79,852+26.7% |
| Participation rate | 44.1% | 73.3%-29.3pp | 79.8%-35.8pp | 69.6%-25.6pp |
| Annual return | 14.23% | 61.85%-47.6pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,981 | $3,734+33.4% | $5,047-1.3% | $3,740+33.2% |
| Admin fee / account holder | $395 | $6,321-93.8% | $8,929-95.6% | $5,306-92.6% |