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 | $194,113 | $125,190+55.1% | $105,624+83.8% | $145,897+33.0% |
| Participation rate | 58.8% | 77.6%-18.8pp | 75.3%-16.4pp | 80.3%-21.5pp |
| Annual return | 11.05% | 225.22%-214.2pp | 116.20%-105.2pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,108 | $3,720-43.3% | $3,168-33.5% | $4,663-54.8% |
| Participant deferral / active EE | $4,578 | $5,716-19.9% | $5,013-8.7% | $6,689-31.6% |
| Admin fee / account holder | $1,159 | $17,138-93.2% | $10,961-89.4% | $13,390-91.3% |