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 | $219,300 | $60,128+264.7% | $90,440+142.5% | $79,852+174.6% |
| Participation rate | 51.9% | 65.0%-13.1pp | 72.7%-20.8pp | 69.6%-17.8pp |
| Annual return | 13.89% | 71.95%-58.1pp | 1294.38%-1280.5pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,393 | $2,939+151.6% | $3,964+86.5% | $3,740+97.7% |
| Admin fee / account holder | $16,595 | $3,977+317.2% | $5,615+195.5% | $5,306+212.7% |