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 | $144,848 | $175,257-17.4% | $149,717-3.3% | $139,456+3.9% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 19.86% | 166.70%-146.8pp | 134.41%-114.5pp | 373.45%-353.6pp |
| Employer contribution / active EE | $3,836 | $5,477-30.0% | $4,820-20.4% | $4,753-19.3% |
| Participant deferral / active EE | $6,429 | $6,521-1.4% | $5,682+13.1% | $6,711-4.2% |
| Admin fee / account holder | $1,368 | $16,156-91.5% | $13,213-89.6% | $11,407-88.0% |