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 | $134,098 | $174,379-23.1% | $152,093-11.8% | $138,895-3.5% |
| Participation rate | 69.6% | 81.6%-12.1pp | 77.8%-8.2pp | 79.9%-10.4pp |
| Annual return | 15.59% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,717 | $4,652-20.1% | $4,175-11.0% | $4,194-11.4% |
| Participant deferral / active EE | $8,938 | $6,159+45.1% | $5,451+64.0% | $6,396+39.7% |
| Admin fee / account holder | $3,773 | $16,880-77.6% | $14,497-74.0% | $12,562-70.0% |