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 | $198,506 | $111,785+77.6% | $93,669+111.9% | $145,877+36.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.83% | 203.79%-194.0pp | 133.59%-123.8pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,161 | $3,096-30.2% | $2,424-10.8% | $4,663-53.7% |
| Participant deferral / active EE | $4,688 | $4,919-4.7% | $4,416+6.2% | $6,691-29.9% |
| Admin fee / account holder | $47,508 | $10,256+363.2% | $8,291+473.0% | $13,402+254.5% |