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 | $147,633 | $100,139+47.4% | $85,187+73.3% | $145,884+1.2% |
| Participation rate | 56.3% | 74.1%-17.8pp | 67.5%-11.3pp | 80.3%-24.1pp |
| Annual return | 46.24% | 84.15%-37.9pp | 66.67%-20.4pp | 551.85%-505.6pp |
| Employer contribution / active EE | $1,736 | $3,238-46.4% | $2,732-36.5% | $4,662-62.8% |
| Participant deferral / active EE | $4,712 | $5,296-11.0% | $4,525+4.1% | $6,690-29.6% |
| Admin fee / account holder | $5,269 | $7,262-27.5% | $6,162-14.5% | $13,392-60.7% |