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 | $125,735 | $52,279+140.5% | $89,435+40.6% | $79,856+57.5% |
| Participation rate | 63.9% | 57.5%+6.4pp | 68.0%-4.1pp | 69.6%-5.8pp |
| Annual return | 18.22% | 22.16%-3.9pp | 245.55%-227.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,137 | $1,572+35.9% | $2,587-17.4% | $2,471-13.5% |
| Participant deferral / active EE | $4,697 | $2,740+71.4% | $3,890+20.7% | $3,741+25.6% |
| Admin fee / account holder | $11,055 | $3,356+229.4% | $4,884+126.3% | $5,306+108.3% |