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 | $151,026 | $139,948+7.9% | $121,663+24.1% | $154,746-2.4% |
| Participation rate | 63.2% | 78.0%-14.9pp | 74.5%-11.3pp | 80.7%-17.5pp |
| Annual return | 9.90% | 230.52%-220.6pp | 147.54%-137.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,534 | $3,521-56.4% | $3,020-49.2% | $4,379-65.0% |
| Participant deferral / active EE | $3,067 | $5,629-45.5% | $4,887-37.3% | $6,730-54.4% |
| Admin fee / account holder | $437 | $17,321-97.5% | $14,289-96.9% | $14,365-97.0% |