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 | $126,494 | $148,629-14.9% | $135,982-7.0% | $139,487-9.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.69% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $4,259 | $5,247-18.8% | $4,859-12.3% | $4,755-10.4% |
| Participant deferral / active EE | $11,890 | $8,102+46.7% | $7,760+53.2% | $6,713+77.1% |
| Admin fee / account holder | $971 | $12,406-92.2% | $10,767-91.0% | $11,407-91.5% |