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 | $236,634 | $199,109+18.8% | $173,730+36.2% | $154,746+52.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 14.37% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,000 | $5,311-62.3% | $4,577-56.3% | $4,379-54.3% |
| Participant deferral / active EE | $5,000 | $7,113-29.7% | $6,326-21.0% | $6,730-25.7% |
| Admin fee / account holder | $4,639 | $20,916-77.8% | $17,523-73.5% | $14,365-67.7% |