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 | $129,818 | $110,093+17.9% | $97,295+33.4% | $145,897-11.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.60% | 244.76%-228.2pp | 75.62%-59.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,161 | $3,077-62.3% | $2,723-57.4% | $4,663-75.1% |
| Participant deferral / active EE | $2,109 | $4,678-54.9% | $4,264-50.5% | $6,689-68.5% |
| Admin fee / account holder | $13,123 | $6,212+111.2% | $5,646+132.4% | $13,390-2.0% |