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 | $51,869 | $169,161-69.3% | $129,295-59.9% | $145,959-64.5% |
| Participation rate | 9.1% | 76.5%-67.4pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 8.42% | 14348.07%-14339.6pp | 9429.28%-9420.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $564 | $4,989-88.7% | $4,169-86.5% | $6,689-91.6% |
| Admin fee / account holder | $37,227 | $9,878+276.9% | $7,665+385.6% | $13,398+177.9% |