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 | $212,718 | $101,795+109.0% | $165,100+28.8% | $80,959+162.7% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.7%-15.0pp |
| Annual return | 27.32% | 16.73%+10.6pp | 70.21%-42.9pp | 35.67%-8.4pp |
| Employer contribution / active EE | $1,336 | $2,954-54.8% | $4,348-69.3% | $2,757-51.6% |
| Participant deferral / active EE | $3,466 | $4,476-22.6% | $6,035-42.6% | $4,300-19.4% |
| Admin fee / account holder | $2,141 | $8,221-74.0% | $12,696-83.1% | $6,925-69.1% |