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 | $198,208 | $135,956+45.8% | $123,894+60.0% | $273,972-27.7% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 9.71% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,495 | $6,343+2.4% | $5,984+8.5% | $5,287+22.9% |
| Admin fee / account holder | $4,955 | $9,817-49.5% | $8,357-40.7% | $10,133-51.1% |