Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $107,693 | $154,228-30.2% | $145,433-26.0% | $137,256-21.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.54% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,682 | $4,804-44.2% | $4,554-41.1% | $4,156-35.5% |
| Participant deferral / active EE | $20,875 | $8,216+154.1% | $7,897+164.3% | $6,407+225.8% |
| Admin fee / account holder | $4,125 | $14,344-71.2% | $13,129-68.6% | $12,270-66.4% |