Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,353 | $156,398-27.5% | $147,318-23.1% | $138,895-18.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 13.41% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $6,053 | $4,853+24.7% | $4,593+31.8% | $4,194+44.3% |
| Participant deferral / active EE | $7,816 | $8,237-5.1% | $7,906-1.1% | $6,396+22.2% |
| Admin fee / account holder | $2,158 | $14,976-85.6% | $13,708-84.3% | $12,562-82.8% |