Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $202,187 | $176,105+14.8% | $159,474+26.8% | $167,536+20.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 26.25% | 331.91%-305.7pp | 263.68%-237.4pp | 478.82%-452.6pp |
| Employer contribution / active EE | $1,025 | $5,299-80.7% | $4,831-78.8% | $4,839-78.8% |
| Participant deferral / active EE | $5,307 | $7,751-31.5% | $7,353-27.8% | $6,342-16.3% |
| Admin fee / account holder | $2,938 | $12,559-76.6% | $10,802-72.8% | $12,315-76.1% |