Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $234,978 | $106,749+120.1% | $145,433+61.6% | $82,448+185.0% |
| Participation rate | 52.8% | 75.6%-22.9pp | 82.1%-29.3pp | 68.1%-15.3pp |
| Annual return | 15.71% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,593 | $3,444-53.7% | $4,554-65.0% | $2,551-37.5% |
| Participant deferral / active EE | $3,212 | $6,519-50.7% | $7,897-59.3% | $4,139-22.4% |
| Admin fee / account holder | $820 | $8,390-90.2% | $13,129-93.8% | $7,234-88.7% |