Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $235,472 | $223,823+5.2% | $211,142+11.5% | $154,746+52.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 20.82% | 50.39%-29.6pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $21,000 | $6,787+209.4% | $6,442+226.0% | $4,379+379.6% |
| Participant deferral / active EE | $20,667 | $9,750+112.0% | $9,284+122.6% | $6,730+207.1% |
| Admin fee / account holder | $431 | $19,707-97.8% | $19,076-97.7% | $14,365-97.0% |