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 | $226,974 | $60,442+275.5% | $96,754+134.6% | $87,485+159.4% |
| Participation rate | 18.6% | 58.7%-40.1pp | 70.3%-51.7pp | 68.9%-50.3pp |
| Annual return | 14.12% | 21.97%-7.9pp | 82.04%-67.9pp | 26.06%-11.9pp |
| Employer contribution / active EE | $368 | $1,691-78.2% | $2,679-86.3% | $2,596-85.8% |
| Participant deferral / active EE | $3,402 | $3,280+3.7% | $4,758-28.5% | $4,274-20.4% |
| Admin fee / account holder | $2,285 | $5,069-54.9% | $8,905-74.3% | $7,775-70.6% |