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 | $149,361 | $91,559+63.1% | $133,978+11.5% | $79,856+87.0% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.3pp | 69.6%-8.1pp |
| Annual return | 13.39% | 61.85%-48.5pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,632 | $2,384-31.5% | $3,919-58.3% | $2,471-33.9% |
| Participant deferral / active EE | $11,004 | $3,734+194.7% | $5,047+118.0% | $3,741+194.2% |
| Admin fee / account holder | $35,665 | $6,321+464.2% | $8,930+299.4% | $5,306+572.1% |