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 | $248,647 | $154,228+61.2% | $145,433+71.0% | $137,256+81.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.12% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,996 | $4,804+4.0% | $4,554+9.7% | $4,156+20.2% |
| Participant deferral / active EE | $11,542 | $8,216+40.5% | $7,897+46.2% | $6,407+80.2% |
| Admin fee / account holder | $1,382 | $14,344-90.4% | $13,129-89.5% | $12,270-88.7% |