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 | $181,821 | $106,905+70.1% | $84,020+116.4% | $152,885+18.9% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 23.39% | 105.00%-81.6pp | 71.31%-47.9pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,725 | $2,735-36.9% | $1,984-13.0% | $4,763-63.8% |
| Participant deferral / active EE | $3,640 | $4,012-9.3% | $3,239+12.4% | $5,851-37.8% |
| Admin fee / account holder | $1,433 | $8,287-82.7% | $6,101-76.5% | $11,598-87.6% |