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 | $232,037 | $227,399+2.0% | $189,758+22.3% | $198,609+16.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 20.70% | 61.03%-40.3pp | 52.62%-31.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $11,575 | $5,526+109.5% | $4,767+142.8% | $5,055+129.0% |
| Participant deferral / active EE | $15,500 | $6,837+126.7% | $5,856+164.7% | $6,977+122.2% |
| Admin fee / account holder | $1,949 | $25,162-92.3% | $20,388-90.4% | $19,030-89.8% |