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 | $209,780 | $154,228+36.0% | $145,433+44.2% | $137,256+52.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.08% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,259 | $4,804-73.8% | $4,554-72.4% | $4,156-69.7% |
| Participant deferral / active EE | $6,788 | $8,216-17.4% | $7,897-14.0% | $6,407+5.9% |
| Admin fee / account holder | $625 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |