Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $182,708 | $210,908-13.4% | $153,643+18.9% | $145,884+25.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 9.81% | 13.46%-3.7pp | 15.71%-5.9pp | 551.85%-542.0pp |
| Employer contribution / active EE | $9,454 | $6,055+56.1% | $5,039+87.6% | $4,662+102.8% |
| Participant deferral / active EE | $15,236 | $7,976+91.0% | $6,754+125.6% | $6,690+127.8% |
| Admin fee / account holder | $747 | $19,477-96.2% | $12,739-94.1% | $13,392-94.4% |