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 | $245,382 | $175,231+40.0% | $149,696+63.9% | $139,466+75.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 15.13% | 166.77%-151.6pp | 134.46%-119.3pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,087 | $5,478-61.9% | $4,821-56.7% | $4,754-56.1% |
| Participant deferral / active EE | $5,395 | $6,521-17.3% | $5,682-5.1% | $6,712-19.6% |
| Admin fee / account holder | $1,094 | $16,155-93.2% | $13,212-91.7% | $11,409-90.4% |