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 | $112,355 | $88,754+26.6% | $81,820+37.3% | $145,877-23.0% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 14.30% | 1031.77%-1017.5pp | 777.93%-763.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,084 | $3,0850% | $2,915+5.8% | $4,663-33.9% |
| Participant deferral / active EE | $6,822 | $4,648+46.8% | $4,323+57.8% | $6,691+2.0% |
| Admin fee / account holder | $10,913 | $8,424+29.6% | $7,391+47.7% | $13,402-18.6% |