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 | $145,372 | $129,737+12.1% | $119,126+22.0% | $154,746-6.1% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 19.36% | 379.08%-359.7pp | 282.11%-262.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,688 | $4,375-61.4% | $4,034-58.1% | $4,379-61.4% |
| Participant deferral / active EE | $8,686 | $5,842+48.7% | $5,318+63.3% | $6,730+29.1% |
| Admin fee / account holder | $17,586 | $11,961+47.0% | $10,693+64.5% | $14,365+22.4% |