Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $120,875 | $125,778-3.9% | $114,563+5.5% | $154,746-21.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 18.66% | 295.14%-276.5pp | 241.09%-222.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,623 | $2,806+29.1% | $2,592+39.8% | $4,379-17.3% |
| Participant deferral / active EE | $8,806 | $4,445+98.1% | $4,142+112.6% | $6,730+30.8% |
| Admin fee / account holder | $962 | $8,190-88.3% | $7,623-87.4% | $14,365-93.3% |