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 | $173,494 | $61,125+183.8% | $94,057+84.5% | $87,485+98.3% |
| Participation rate | 54.5% | 64.1%-9.5pp | 73.3%-18.8pp | 68.9%-14.4pp |
| Annual return | 41.45% | 35.20%+6.3pp | 480.62%-439.2pp | 26.06%+15.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,656 | $3,260+196.2% | $4,709+105.0% | $4,274+125.9% |
| Admin fee / account holder | $1,889 | $5,629-66.4% | $7,244-73.9% | $7,775-75.7% |