Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $169,969 | $155,555+9.3% | $146,866+15.7% | $155,188+9.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 19.08% | 115.41%-96.3pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,126 | $4,647-32.7% | $4,425-29.4% | $4,248-26.4% |
| Participant deferral / active EE | $7,965 | $8,044-1.0% | $7,759+2.6% | $6,531+21.9% |
| Admin fee / account holder | $665 | $14,755-95.5% | $13,620-95.1% | $14,480-95.4% |