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 | $120,175 | $154,228-22.1% | $145,433-17.4% | $137,256-12.4% |
| Participation rate | 68.2% | 83.8%-15.6pp | 82.1%-13.9pp | 80.0%-11.8pp |
| Annual return | 20.93% | 74.59%-53.7pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,948 | $8,216-3.3% | $7,897+0.6% | $6,407+24.1% |
| Admin fee / account holder | $2,099 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |