Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,445 | $88,815-86.0% | $81,882-84.8% | $145,897-91.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.54% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,335 | $3,086-24.3% | $2,916-19.9% | $4,663-49.9% |
| Participant deferral / active EE | $2,425 | $4,647-47.8% | $4,323-43.9% | $6,689-63.8% |
| Admin fee / account holder | $3,218 | $8,434-61.8% | $7,360-56.3% | $13,390-76.0% |