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 | $121,924 | $160,070-23.8% | $147,117-17.1% | $145,897-16.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.64% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,080 | $5,285-79.6% | $4,932-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $15,300 | $8,419+81.7% | $8,065+89.7% | $6,689+128.7% |
| Admin fee / account holder | $1,129 | $15,035-92.5% | $12,993-91.3% | $13,390-91.6% |