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 | $150,971 | $156,398-3.5% | $147,318+2.5% | $138,895+8.7% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 12.42% | 78.75%-66.3pp | 70.43%-58.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $3,728 | $4,853-23.2% | $4,593-18.8% | $4,194-11.1% |
| Participant deferral / active EE | $8,752 | $8,237+6.2% | $7,906+10.7% | $6,396+36.8% |
| Admin fee / account holder | $1,344 | $14,976-91.0% | $13,708-90.2% | $12,562-89.3% |