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 | $71,169 | $29,319+142.7% | $52,425+35.8% | $82,448-13.7% |
| Participation rate | 26.4% | 46.9%-20.4pp | 55.6%-29.2pp | 68.1%-41.7pp |
| Annual return | 82.18% | 535.20%-453.0pp | 302.12%-219.9pp | 41.64%+40.5pp |
| Employer contribution / active EE | $554 | $586-5.6% | $914-39.4% | $2,551-78.3% |
| Participant deferral / active EE | $1,204 | $1,171+2.8% | $1,790-32.7% | $4,139-70.9% |
| Admin fee / account holder | $1,795 | $1,962-8.5% | $2,495-28.0% | $7,234-75.2% |