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 | $94,015 | $202,342-53.5% | $172,752-45.6% | $152,897-38.5% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 20.36% | 1029.83%-1009.5pp | 802.97%-782.6pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,499 | $5,858-74.4% | $5,144-70.9% | $4,764-68.5% |
| Participant deferral / active EE | $4,835 | $5,948-18.7% | $5,198-7.0% | $5,851-17.4% |
| Admin fee / account holder | $5,816 | $17,111-66.0% | $13,955-58.3% | $11,599-49.9% |