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 | $189,359 | $157,304+20.4% | $141,197+34.1% | $152,909+23.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 31.82% | 64.34%-32.5pp | 71.41%-39.6pp | 345.46%-313.6pp |
| Employer contribution / active EE | $2,239 | $5,263-57.4% | $4,736-52.7% | $4,764-53.0% |
| Participant deferral / active EE | $5,844 | $7,111-17.8% | $6,710-12.9% | $5,851-0.1% |
| Admin fee / account holder | $10,467 | $12,126-13.7% | $10,265+2.0% | $11,601-9.8% |