Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,247 | $156,398-1.4% | $147,318+4.7% | $138,895+11.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 15.08% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $4,033 | $4,853-16.9% | $4,593-12.2% | $4,194-3.9% |
| Participant deferral / active EE | $10,147 | $8,237+23.2% | $7,906+28.3% | $6,396+58.6% |
| Admin fee / account holder | $7,004 | $14,976-53.2% | $13,708-48.9% | $12,562-44.2% |