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 | $205,556 | $101,618+102.3% | $93,063+120.9% | $137,256+49.8% |
| Participation rate | 18.2% | 74.9%-56.8pp | 72.1%-53.9pp | 80.0%-61.8pp |
| Annual return | 16.35% | 223.95%-207.6pp | 34.15%-17.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,045 | $2,707-61.4% | $2,476-57.8% | $4,156-74.9% |
| Participant deferral / active EE | $3,195 | $4,279-25.3% | $3,958-19.3% | $6,407-50.1% |
| Admin fee / account holder | $2,506 | $6,198-59.6% | $6,033-58.5% | $12,270-79.6% |