Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,532 | $55,446-72.0% | $155,574-90.0% | $74,429-79.1% |
| Participation rate | 23.0% | 61.9%-38.9pp | 78.2%-55.2pp | 67.2%-44.2pp |
| Annual return | 15.18% | 269.20%-254.0pp | 64.87%-49.7pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,307 | $2,836-53.9% | $5,629-76.8% | $4,348-69.9% |
| Admin fee / account holder | $1,794 | $1,743+2.9% | $15,914-88.7% | $1,944-7.7% |