Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,083 | $88,778-59.4% | $81,844-55.9% | $145,884-75.3% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 19.39% | 1033.03%-1013.6pp | 778.87%-759.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $643 | $3,087-79.2% | $2,916-78.0% | $4,662-86.2% |
| Participant deferral / active EE | $3,382 | $4,648-27.2% | $4,323-21.8% | $6,690-49.4% |
| Admin fee / account holder | $906 | $8,430-89.3% | $7,355-87.7% | $13,392-93.2% |