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 | $189,466 | $81,504+132.5% | $102,437+85.0% | $80,959+134.0% |
| Participation rate | 30.5% | 66.9%-36.4pp | 74.5%-44.0pp | 67.7%-37.2pp |
| Annual return | 14.09% | 25.60%-11.5pp | 24.95%-10.9pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,606 | $3,871+44.8% | $5,060+10.8% | $4,300+30.4% |
| Admin fee / account holder | $4,297 | $6,719-36.0% | $8,388-48.8% | $6,925-38.0% |