Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,519 | $126,661-9.6% | $113,397+1.0% | $138,895-17.6% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 30.38% | 25.05%+5.3pp | 23.20%+7.2pp | 145.39%-115.0pp |
| Employer contribution / active EE | $2,696 | $3,456-22.0% | $2,977-9.4% | $4,194-35.7% |
| Participant deferral / active EE | $13,583 | $5,693+138.6% | $5,076+167.6% | $6,396+112.4% |
| Admin fee / account holder | $2,011 | $14,549-86.2% | $11,957-83.2% | $12,562-84.0% |