Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,804 | $88,754-50.6% | $81,820-46.5% | $145,877-70.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 13.94% | 1031.77%-1017.8pp | 777.93%-764.0pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,584 | $3,085+16.2% | $2,915+22.9% | $4,663-23.1% |
| Participant deferral / active EE | $6,282 | $4,648+35.2% | $4,323+45.3% | $6,691-6.1% |
| Admin fee / account holder | $10,488 | $8,424+24.5% | $7,391+41.9% | $13,402-21.7% |