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 | $193,928 | $78,690+146.4% | $161,489+20.1% | $87,485+121.7% |
| Participation rate | 53.8% | 67.5%-13.6pp | 78.7%-24.9pp | 68.9%-15.1pp |
| Annual return | 13.42% | 32.74%-19.3pp | 89.72%-76.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,482 | $2,588-4.1% | $4,268-41.8% | $2,596-4.4% |
| Participant deferral / active EE | $4,057 | $3,311+22.5% | $5,630-27.9% | $4,274-5.1% |
| Admin fee / account holder | $2,512 | $6,724-62.6% | $16,006-84.3% | $7,775-67.7% |