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 | $89,036 | $88,702+0.4% | $81,780+8.9% | $145,978-39.0% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 18.17% | 1029.12%-1011.0pp | 776.27%-758.1pp | 550.52%-532.3pp |
| Employer contribution / active EE | $2,087 | $3,084-32.3% | $2,914-28.4% | $4,662-55.2% |
| Participant deferral / active EE | $3,939 | $4,645-15.2% | $4,321-8.8% | $6,690-41.1% |
| Admin fee / account holder | $13,166 | $8,414+56.5% | $7,384+78.3% | $13,400-1.8% |