Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $178,775 | $183,516-2.6% | $155,534+14.9% | $145,884+22.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 40.41% | 61.43%-21.0pp | 64.92%-24.5pp | 551.85%-511.4pp |
| Employer contribution / active EE | $30,603 | $5,315+475.8% | $4,675+554.6% | $4,662+556.4% |
| Participant deferral / active EE | $23,780 | $6,467+267.7% | $5,630+322.4% | $6,690+255.5% |
| Admin fee / account holder | $2,081 | $19,293-89.2% | $15,900-86.9% | $13,392-84.5% |