Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $220,736 | $70,366+213.7% | $66,674+231.1% | $138,895+58.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 16.09% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $750 | $2,765-72.9% | $2,620-71.4% | $4,194-82.1% |
| Participant deferral / active EE | $11,002 | $4,374+151.5% | $4,084+169.4% | $6,396+72.0% |
| Admin fee / account holder | $1,110 | $5,262-78.9% | $5,098-78.2% | $12,562-91.2% |