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 | $222,234 | $62,549+255.3% | $85,705+159.3% | $85,851+158.9% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.9%-2.2pp | 69.3%-1.7pp |
| Annual return | 16.15% | 23.77%-7.6pp | 21.49%-5.3pp | 318.63%-302.5pp |
| Employer contribution / active EE | $1,801 | $1,755+2.6% | $2,619-31.2% | $2,565-29.8% |
| Participant deferral / active EE | $4,802 | $2,802+71.4% | $3,924+22.4% | $3,952+21.5% |
| Admin fee / account holder | $1,588 | $4,644-65.8% | $6,877-76.9% | $6,261-74.6% |