Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,981 | $160,040-57.5% | $147,096-53.8% | $145,877-53.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 16.97% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $2,759 | $5,289-47.8% | $4,936-44.1% | $4,663-40.8% |
| Participant deferral / active EE | $5,860 | $8,429-30.5% | $8,071-27.4% | $6,691-12.4% |
| Admin fee / account holder | $2,322 | $15,050-84.6% | $13,005-82.1% | $13,402-82.7% |