Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $135,606 | $106,003+27.9% | $92,236+47.0% | $147,585-8.1% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 23.44% | 50.05%-26.6pp | 176.29%-152.8pp | 578.57%-555.1pp |
| Employer contribution / active EE | $2,166 | $4,333-50.0% | $3,679-41.1% | $4,876-55.6% |
| Participant deferral / active EE | $4,250 | $4,478-5.1% | $3,897+9.1% | $5,439-21.9% |
| Admin fee / account holder | $15,190 | $6,333+139.9% | $5,194+192.5% | $10,885+39.5% |