Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $95,400 | $77,157+23.6% | $108,405-12.0% | $85,847+11.1% |
| Participation rate | 61.4% | 74.7%-13.2pp | 80.1%-18.7pp | 69.3%-7.9pp |
| Annual return | 15.94% | 44.55%-28.6pp | 905.55%-889.6pp | 318.61%-302.7pp |
| Employer contribution / active EE | $1,471 | $2,379-38.2% | $3,559-58.7% | $2,565-42.7% |
| Participant deferral / active EE | $4,298 | $5,567-22.8% | $6,563-34.5% | $3,952+8.8% |
| Admin fee / account holder | $952 | $5,174-81.6% | $7,297-86.9% | $6,261-84.8% |