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 | $247,197 | $108,212+128.4% | $77,513+218.9% | $158,966+55.5% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 12.18% | 31.67%-19.5pp | 54.81%-42.6pp | 302.95%-290.8pp |
| Employer contribution / active EE | $253 | $1,325-80.9% | $987-74.3% | $4,762-94.7% |
| Participant deferral / active EE | $2,010 | $2,455-18.1% | $1,861+8.0% | $5,983-66.4% |
| Admin fee / account holder | $5,466 | $3,709+47.4% | $2,859+91.2% | $11,250-51.4% |