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 | $199,718 | $172,111+16.0% | $150,298+32.9% | $137,256+45.5% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 15.27% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,240 | $4,636-73.3% | $4,154-70.1% | $4,156-70.2% |
| Participant deferral / active EE | $5,125 | $6,166-16.9% | $5,453-6.0% | $6,407-20.0% |
| Admin fee / account holder | $6,308 | $16,471-61.7% | $14,116-55.3% | $12,270-48.6% |