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 | $102,244 | $171,492-40.4% | $150,734-32.2% | $198,609-48.5% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 39.02% | 804.70%-765.7pp | 600.81%-561.8pp | 202.70%-163.7pp |
| Employer contribution / active EE | $4,046 | $5,470-26.0% | $4,918-17.7% | $5,055-20.0% |
| Participant deferral / active EE | $8,398 | $6,259+34.2% | $5,610+49.7% | $6,977+20.4% |
| Admin fee / account holder | $1,273 | $17,628-92.8% | $14,905-91.5% | $19,030-93.3% |