Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $114,148 | $109,967+3.8% | $97,197+17.4% | $145,877-21.8% |
| Participation rate | 58.3% | 76.0%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 13.93% | 244.27%-230.3pp | 75.47%-61.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,499 | $3,077-51.3% | $2,723-45.0% | $4,663-67.9% |
| Participant deferral / active EE | $2,779 | $4,676-40.6% | $4,263-34.8% | $6,691-58.5% |
| Admin fee / account holder | $587 | $6,199-90.5% | $5,637-89.6% | $13,402-95.6% |