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 | $159,136 | $73,787+115.7% | $98,716+61.2% | $82,448+93.0% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.3%-0.8pp | 68.1%+0.5pp |
| Annual return | 17.03% | 18.57%-1.5pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,850 | $1,511+88.6% | $2,279+25.1% | $2,551+11.7% |
| Participant deferral / active EE | $5,594 | $3,081+81.5% | $4,048+38.2% | $4,139+35.1% |
| Admin fee / account holder | $3,340 | $6,500-48.6% | $8,703-61.6% | $7,234-53.8% |