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 | $133,163 | $107,368+24.0% | $92,915+43.3% | $152,909-12.9% |
| Participation rate | 45.8% | 79.8%-34.0pp | 76.0%-30.2pp | 82.5%-36.6pp |
| Annual return | 19.52% | 145.64%-126.1pp | 109.45%-89.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,588 | $4,222-62.4% | $3,653-56.5% | $4,764-66.7% |
| Participant deferral / active EE | $3,173 | $4,848-34.5% | $4,238-25.1% | $5,851-45.8% |
| Admin fee / account holder | $2,583 | $7,082-63.5% | $5,796-55.4% | $11,601-77.7% |