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 | $230,300 | $159,978+44.0% | $147,041+56.6% | $145,978+57.8% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 11.59% | 98.36%-86.8pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,568 | $5,288-51.4% | $4,935-48.0% | $4,662-44.9% |
| Participant deferral / active EE | $7,050 | $8,429-16.4% | $8,071-12.6% | $6,690+5.4% |
| Admin fee / account holder | $4,622 | $15,053-69.3% | $13,006-64.5% | $13,400-65.5% |