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 | $160,318 | $112,729+42.2% | $98,716+62.4% | $137,256+16.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 13.28% | 38.48%-25.2pp | 31.81%-18.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $12,324 | $2,725+352.2% | $2,279+440.9% | $4,156+196.5% |
| Participant deferral / active EE | $8,581 | $4,640+84.9% | $4,048+112.0% | $6,407+33.9% |
| Admin fee / account holder | $4,378 | $10,129-56.8% | $8,703-49.7% | $12,270-64.3% |