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 | $167,306 | $60,128+178.3% | $90,440+85.0% | $79,852+109.5% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 12.21% | 71.95%-59.7pp | 1294.38%-1282.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,417 | $2,068-31.5% | $3,263-56.6% | $2,471-42.6% |
| Participant deferral / active EE | $4,470 | $2,939+52.1% | $3,964+12.8% | $3,740+19.5% |
| Admin fee / account holder | $4,046 | $3,977+1.7% | $5,615-27.9% | $5,306-23.7% |