Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,586 | $88,702-21.6% | $81,780-14.9% | $145,978-52.3% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 11.17% | 1029.12%-1017.9pp | 776.27%-765.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $2,466 | $3,084-20.1% | $2,914-15.4% | $4,662-47.1% |
| Participant deferral / active EE | $11,065 | $4,645+138.2% | $4,321+156.1% | $6,690+65.4% |
| Admin fee / account holder | $1,197 | $8,414-85.8% | $7,384-83.8% | $13,400-91.1% |