Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $117,166 | $58,493+100.3% | $84,021+39.4% | $72,975+60.6% |
| Participation rate | 43.8% | 61.2%-17.5pp | 69.0%-25.3pp | 69.5%-25.7pp |
| Annual return | 25.17% | 28.93%-3.8pp | 71.32%-46.1pp | 81.01%-55.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,378 | $2,394-42.4% | $3,239-57.5% | $3,608-61.8% |
| Admin fee / account holder | $5,086 | $4,569+11.3% | $6,102-16.7% | $5,124-0.8% |