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 | $112,942 | $100,895+11.9% | $90,430+24.9% | $158,950-28.9% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.7%-49.2pp | 82.0%-58.4pp |
| Annual return | 14.10% | 1725.54%-1711.4pp | 1293.73%-1279.6pp | 302.91%-288.8pp |
| Employer contribution / active EE | $795 | $3,689-78.4% | $3,262-75.6% | $4,762-83.3% |
| Participant deferral / active EE | $1,440 | $4,347-66.9% | $3,963-63.7% | $5,983-75.9% |
| Admin fee / account holder | $591 | $6,505-90.9% | $5,613-89.5% | $11,248-94.7% |