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 | $23,402 | $169,361-86.2% | $129,397-81.9% | $145,877-84.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 11.86% | 14395.54%-14383.7pp | 9453.98%-9442.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,971 | $4,987+19.7% | $4,167+43.3% | $6,691-10.8% |
| Admin fee / account holder | $3,976 | $9,903-59.8% | $7,679-48.2% | $13,402-70.3% |