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 | $221,331 | $135,956+62.8% | $123,894+78.6% | $273,972-19.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,903 | $5,170-63.2% | $4,617-58.8% | $4,869-60.9% |
| Participant deferral / active EE | $6,769 | $6,343+6.7% | $5,984+13.1% | $5,287+28.0% |
| Admin fee / account holder | $899 | $9,817-90.8% | $8,357-89.2% | $10,133-91.1% |