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 | $137,476 | $85,766+60.3% | $136,298+0.9% | $70,126+96.0% |
| Participation rate | 59.4% | 74.2%-14.8pp | 81.9%-22.5pp | 69.5%-10.2pp |
| Annual return | 17.73% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,207 | $2,966-25.6% | $4,696-53.0% | $2,343-5.8% |
| Participant deferral / active EE | $5,584 | $5,051+10.5% | $6,247-10.6% | $3,332+67.6% |
| Admin fee / account holder | $7,976 | $5,421+47.1% | $9,244-13.7% | $4,645+71.7% |