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 | $196,352 | $183,627+6.9% | $155,602+26.2% | $145,978+34.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 12.92% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $1,475 | $5,316-72.3% | $4,675-68.5% | $4,662-68.4% |
| Participant deferral / active EE | $4,891 | $6,466-24.4% | $5,629-13.1% | $6,690-26.9% |
| Admin fee / account holder | $2,533 | $19,327-86.9% | $15,923-84.1% | $13,400-81.1% |