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 | $80,934 | $80,812+0.2% | $160,784-49.7% | $82,448-1.8% |
| Participation rate | 58.1% | 66.2%-8.1pp | 77.0%-18.8pp | 68.1%-9.9pp |
| Annual return | 15.49% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,914 | $2,174-11.9% | $3,733-48.7% | $2,551-25.0% |
| Participant deferral / active EE | $4,655 | $4,335+7.4% | $6,293-26.0% | $4,139+12.4% |
| Admin fee / account holder | $14,897 | $7,695+93.6% | $9,717+53.3% | $7,234+105.9% |