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 | $169,893 | $88,815+91.3% | $81,882+107.5% | $145,897+16.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.25% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $977 | $3,086-68.3% | $2,916-66.5% | $4,663-79.0% |
| Participant deferral / active EE | $8,464 | $4,647+82.1% | $4,323+95.8% | $6,689+26.5% |
| Admin fee / account holder | $1,712 | $8,434-79.7% | $7,360-76.7% | $13,390-87.2% |