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 | $77,958 | $150,435-48.2% | $120,580-35.3% | $145,897-46.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 12.38% | 154.60%-142.2pp | 107.48%-95.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,313 | $4,352-46.9% | $3,469-33.3% | $4,663-50.4% |
| Participant deferral / active EE | $2,891 | $6,174-53.2% | $4,995-42.1% | $6,689-56.8% |
| Admin fee / account holder | $4,903 | $12,182-59.7% | $9,418-47.9% | $13,390-63.4% |