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 | $228,940 | $289,211-20.8% | $260,467-12.1% | $198,609+15.3% |
| Participation rate | 45.5% | 83.1%-37.7pp | 80.5%-35.0pp | 82.4%-36.9pp |
| Annual return | 12.59% | 112.90%-100.3pp | 100.60%-88.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,335 | $4,663-71.4% | $4,239-68.5% | $5,055-73.6% |
| Participant deferral / active EE | $4,447 | $6,812-34.7% | $6,319-29.6% | $6,977-36.3% |
| Admin fee / account holder | $1,737 | $16,236-89.3% | $15,461-88.8% | $19,030-90.9% |