Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $186,024 | $160,040+16.2% | $147,096+26.5% | $145,877+27.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.60% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,234 | $5,289-57.8% | $4,936-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $10,681 | $8,429+26.7% | $8,071+32.3% | $6,691+59.6% |
| Admin fee / account holder | $27,037 | $15,050+79.7% | $13,005+107.9% | $13,402+101.7% |