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 | $179,781 | $67,823+165.1% | $52,425+242.9% | $137,256+31.0% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | 10.12% | 219.11%-209.0pp | 302.12%-292.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,326 | $1,163+14.0% | $914+45.1% | $4,156-68.1% |
| Participant deferral / active EE | $2,358 | $2,288+3.1% | $1,790+31.7% | $6,407-63.2% |
| Admin fee / account holder | $38,807 | $2,844+1264.4% | $2,495+1455.4% | $12,270+216.3% |