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 | $84,418 | $111,878-24.5% | $93,727-9.9% | $145,897-42.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 11.53% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,119 | $3,092-31.5% | $2,421-12.5% | $4,663-54.6% |
| Participant deferral / active EE | $2,119 | $4,920-56.9% | $4,417-52.0% | $6,689-68.3% |
| Admin fee / account holder | $3,540 | $10,256-65.5% | $8,292-57.3% | $13,390-73.6% |