Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,400 | $150,412-51.2% | $120,574-39.1% | $145,884-49.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.41% | 154.50%-141.1pp | 107.42%-94.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,091 | $4,355-52.0% | $3,471-39.7% | $4,662-55.1% |
| Participant deferral / active EE | $6,487 | $6,175+5.0% | $4,996+29.8% | $6,690-3.0% |
| Admin fee / account holder | $339 | $12,224-97.2% | $9,445-96.4% | $13,392-97.5% |