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 | $169,823 | $76,407+122.3% | $150,298+13.0% | $82,448+106.0% |
| Participation rate | 36.2% | 66.4%-30.2pp | 77.8%-41.5pp | 68.1%-31.8pp |
| Annual return | 16.94% | 39.99%-23.1pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,466 | $3,214-23.3% | $5,453-54.8% | $4,139-40.4% |
| Admin fee / account holder | $5,155 | $6,352-18.8% | $14,116-63.5% | $7,234-28.7% |