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 | $210,660 | $182,442+15.5% | $163,379+28.9% | $138,895+51.7% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.8%-7.6pp | 79.9%-10.7pp |
| Annual return | 16.00% | 72.74%-56.7pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,728 | $4,159-58.5% | $3,752-54.0% | $4,194-58.8% |
| Participant deferral / active EE | $3,275 | $6,817-52.0% | $6,282-47.9% | $6,396-48.8% |
| Admin fee / account holder | $2,265 | $10,396-78.2% | $9,818-76.9% | $12,562-82.0% |