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 | $236,043 | $178,174+32.5% | $156,181+51.1% | $137,256+72.0% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.8%-17.7pp | 80.0%-18.8pp |
| Annual return | 12.00% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,039 | $4,972-38.9% | $4,294-29.2% | $4,156-26.9% |
| Participant deferral / active EE | $6,712 | $6,888-2.6% | $6,132+9.5% | $6,407+4.8% |
| Admin fee / account holder | $1,365 | $17,404-92.2% | $14,586-90.6% | $12,270-88.9% |