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 | $194,984 | $89,370+118.2% | $141,197+38.1% | $72,976+167.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 23.72% | 111.88%-88.2pp | 71.41%-47.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $3,134 | $3,115+0.6% | $4,736-33.8% | $2,440+28.5% |
| Participant deferral / active EE | $8,844 | $5,419+63.2% | $6,710+31.8% | $3,608+145.1% |
| Admin fee / account holder | $2,948 | $5,957-50.5% | $10,265-71.3% | $5,124-42.5% |