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 | $118,249 | $70,366+68.0% | $66,674+77.4% | $138,895-14.9% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 16.15% | 386.41%-370.3pp | 321.24%-305.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,760 | $2,765-0.2% | $2,620+5.4% | $4,194-34.2% |
| Participant deferral / active EE | $4,557 | $4,374+4.2% | $4,084+11.6% | $6,396-28.8% |
| Admin fee / account holder | $1,141 | $5,262-78.3% | $5,098-77.6% | $12,562-90.9% |