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 | $204,234 | $172,111+18.7% | $150,298+35.9% | $137,256+48.8% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 18.87% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,890 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $7,007 | $6,166+13.7% | $5,453+28.5% | $6,407+9.4% |
| Admin fee / account holder | $6,683 | $16,471-59.4% | $14,116-52.7% | $12,270-45.5% |