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 | $196,771 | $112,729+74.6% | $98,716+99.3% | $137,256+43.4% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.3%-13.0pp | 80.0%-23.7pp |
| Annual return | 18.97% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,790 | $2,725-34.3% | $2,279-21.4% | $4,156-56.9% |
| Participant deferral / active EE | $4,315 | $4,640-7.0% | $4,048+6.6% | $6,407-32.7% |
| Admin fee / account holder | $4,565 | $10,129-54.9% | $8,703-47.5% | $12,270-62.8% |