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 | $144,023 | $117,846+22.2% | $102,434+40.6% | $145,884-1.3% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 10.54% | 31.90%-21.4pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,435 | $3,615-32.6% | $3,023-19.4% | $4,662-47.8% |
| Participant deferral / active EE | $7,078 | $5,733+23.5% | $5,055+40.0% | $6,690+5.8% |
| Admin fee / account holder | $2,779 | $13,356-79.2% | $9,462-70.6% | $13,392-79.2% |