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 | $149,829 | $53,774+178.6% | $134,162+11.7% | $79,852+87.6% |
| Participation rate | 64.0% | 58.8%+5.2pp | 72.2%-8.2pp | 69.6%-5.6pp |
| Annual return | 15.19% | 19.01%-3.8pp | 36.35%-21.2pp | 31.72%-16.5pp |
| Employer contribution / active EE | $4,728 | $1,322+257.8% | $3,705+27.6% | $2,471+91.3% |
| Participant deferral / active EE | $4,266 | $2,420+76.3% | $3,500+21.9% | $3,740+14.0% |
| Admin fee / account holder | $7,115 | $3,985+78.6% | $6,685+6.4% | $5,306+34.1% |