Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,623 | $41,151-69.3% | $80,648-84.3% | $71,529-82.4% |
| Participation rate | 13.2% | 50.2%-37.1pp | 67.0%-53.9pp | 67.9%-54.8pp |
| Annual return | 30.79% | 38.49%-7.7pp | 937.21%-906.4pp | 28.97%+1.8pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $912 | $2,700-66.2% | $4,443-79.5% | $4,291-78.8% |
| Admin fee / account holder | $1,455 | $1,842-21.0% | $5,382-73.0% | $1,588-8.4% |