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 | $189,224 | $88,996+112.6% | $78,004+142.6% | $138,895+36.2% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.4%-6.9pp | 79.9%-17.4pp |
| Annual return | 10.57% | 28.03%-17.5pp | 31.07%-20.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $2,291 | $2,917-21.5% | $2,469-7.2% | $4,194-45.4% |
| Participant deferral / active EE | $7,950 | $4,724+68.3% | $4,092+94.3% | $6,396+24.3% |
| Admin fee / account holder | $92,259 | $8,807+947.5% | $7,578+1117.5% | $12,562+634.4% |