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 | $190,267 | $185,312+2.7% | $161,489+17.8% | $154,746+23.0% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 18.37% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,001 | $4,769-79.0% | $4,268-76.5% | $4,379-77.1% |
| Participant deferral / active EE | $4,687 | $6,350-26.2% | $5,630-16.8% | $6,730-30.4% |
| Admin fee / account holder | $1,989 | $18,654-89.3% | $16,006-87.6% | $14,365-86.2% |