Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $124,948 | $185,312-32.6% | $161,489-22.6% | $154,746-19.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 30.02% | 103.84%-73.8pp | 89.72%-59.7pp | 172.34%-142.3pp |
| Employer contribution / active EE | $2,041 | $4,769-57.2% | $4,268-52.2% | $4,379-53.4% |
| Participant deferral / active EE | $7,487 | $6,350+17.9% | $5,630+33.0% | $6,730+11.2% |
| Admin fee / account holder | $1,249 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |