Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $80,407 | $88,754-9.4% | $81,820-1.7% | $145,877-44.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.06% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $838 | $3,085-72.8% | $2,915-71.2% | $4,663-82.0% |
| Participant deferral / active EE | $4,188 | $4,648-9.9% | $4,323-3.1% | $6,691-37.4% |
| Admin fee / account holder | $436 | $8,424-94.8% | $7,391-94.1% | $13,402-96.8% |