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 | $47,023 | $60,139-21.8% | $90,461-48.0% | $79,856-41.1% |
| Participation rate | 59.3% | 65.0%-5.7pp | 72.7%-13.4pp | 69.6%-10.4pp |
| Annual return | 14.71% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,763 | $2,069+81.9% | $3,264+15.3% | $2,471+52.3% |
| Participant deferral / active EE | $6,931 | $2,939+135.8% | $3,964+74.8% | $3,741+85.3% |
| Admin fee / account holder | $4,061 | $3,978+2.1% | $5,617-27.7% | $5,306-23.5% |