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 | $169,732 | $99,875+69.9% | $146,866+15.6% | $86,983+95.1% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.5%-44.6pp | 69.5%-31.6pp |
| Annual return | 16.73% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,262 | $3,224-60.9% | $4,425-71.5% | $2,584-51.2% |
| Participant deferral / active EE | $3,285 | $6,322-48.0% | $7,759-57.7% | $4,194-21.7% |
| Admin fee / account holder | $16,850 | $7,838+115.0% | $13,620+23.7% | $7,856+114.5% |