Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $178,497 | $174,379+2.4% | $152,093+17.4% | $138,895+28.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 25.00% | 74.86%-49.9pp | 66.36%-41.4pp | 145.39%-120.4pp |
| Employer contribution / active EE | $14,058 | $4,652+202.2% | $4,175+236.7% | $4,194+235.2% |
| Participant deferral / active EE | $8,141 | $6,159+32.2% | $5,451+49.3% | $6,396+27.3% |
| Admin fee / account holder | $665 | $16,880-96.1% | $14,497-95.4% | $12,562-94.7% |