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 | $149,233 | $70,366+112.1% | $66,674+123.8% | $138,895+7.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 22.37% | 386.41%-364.0pp | 321.24%-298.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $1,605 | $2,765-42.0% | $2,620-38.7% | $4,194-61.7% |
| Participant deferral / active EE | $5,212 | $4,374+19.2% | $4,084+27.6% | $6,396-18.5% |
| Admin fee / account holder | $573 | $5,262-89.1% | $5,098-88.8% | $12,562-95.4% |