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 | $110,814 | $102,595+8.0% | $94,057+17.8% | $154,746-28.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 16.20% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,523 | $3,147-51.6% | $2,933-48.1% | $4,379-65.2% |
| Participant deferral / active EE | $9,231 | $5,118+80.4% | $4,709+96.0% | $6,730+37.2% |
| Admin fee / account holder | $6,522 | $7,736-15.7% | $7,244-10.0% | $14,365-54.6% |