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 | $228,735 | $106,008+115.8% | $92,240+148.0% | $147,586+55.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.60% | 50.05%-30.4pp | 176.29%-156.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,407 | $4,333-67.5% | $3,680-61.8% | $4,876-71.2% |
| Participant deferral / active EE | $6,790 | $4,478+51.6% | $3,897+74.2% | $5,439+24.9% |
| Admin fee / account holder | $783 | $6,333-87.6% | $5,194-84.9% | $10,886-92.8% |