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 | $64,378 | $176,120-63.4% | $159,487-59.6% | $167,553-61.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.66% | 331.95%-321.3pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $4,491 | $5,299-15.3% | $4,831-7.0% | $4,840-7.2% |
| Participant deferral / active EE | $7,659 | $7,752-1.2% | $7,354+4.1% | $6,343+20.7% |
| Admin fee / account holder | $9,845 | $12,561-21.6% | $10,804-8.9% | $12,316-20.1% |