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 | $154,520 | $175,257-11.8% | $149,717+3.2% | $139,456+10.8% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 14.59% | 166.70%-152.1pp | 134.41%-119.8pp | 373.45%-358.9pp |
| Employer contribution / active EE | $1,605 | $5,477-70.7% | $4,820-66.7% | $4,753-66.2% |
| Participant deferral / active EE | $6,035 | $6,521-7.4% | $5,682+6.2% | $6,711-10.1% |
| Admin fee / account holder | $2,770 | $16,156-82.9% | $13,213-79.0% | $11,407-75.7% |