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 | $150,485 | $111,785+34.6% | $93,669+60.7% | $145,877+3.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 68.7%-0.3pp | 80.3%-11.9pp |
| Annual return | 9.86% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,946 | $3,096-37.1% | $2,424-19.7% | $4,663-58.3% |
| Participant deferral / active EE | $3,694 | $4,919-24.9% | $4,416-16.3% | $6,691-44.8% |
| Admin fee / account holder | $1,671 | $10,256-83.7% | $8,291-79.9% | $13,402-87.5% |