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 | $88,054 | $76,608+14.9% | $56,077+57.0% | $145,877-39.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 13.45% | 3009.59%-2996.1pp | 1709.28%-1695.8pp | 551.28%-537.8pp |
| Employer contribution / active EE | $526 | $1,382-61.9% | $1,040-49.4% | $4,663-88.7% |
| Participant deferral / active EE | $3,905 | $2,624+48.8% | $1,954+99.9% | $6,691-41.6% |
| Admin fee / account holder | $9,574 | $3,325+187.9% | $2,825+238.9% | $13,402-28.6% |