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 | $196,273 | $68,097+188.2% | $62,929+211.9% | $137,256+43.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 11.06% | 1859.11%-1848.1pp | 1063.93%-1052.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,684 | $2,811-40.1% | $2,505-32.8% | $4,156-59.5% |
| Participant deferral / active EE | $9,973 | $4,553+119.1% | $3,888+156.5% | $6,407+55.7% |
| Admin fee / account holder | $778 | $6,521-88.1% | $5,065-84.6% | $12,270-93.7% |