Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $232,582 | $70,366+230.5% | $66,674+248.8% | $138,895+67.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.19% | 386.41%-370.2pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $446 | $2,765-83.9% | $2,620-83.0% | $4,194-89.4% |
| Participant deferral / active EE | $1,876 | $4,374-57.1% | $4,084-54.1% | $6,396-70.7% |
| Admin fee / account holder | $2,469 | $5,262-53.1% | $5,098-51.6% | $12,562-80.3% |