Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,030 | $88,754-67.3% | $81,820-64.5% | $145,877-80.1% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 16.22% | 1031.77%-1015.5pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,840 | $3,085-40.4% | $2,915-36.9% | $4,663-60.5% |
| Participant deferral / active EE | $3,481 | $4,648-25.1% | $4,323-19.5% | $6,691-48.0% |
| Admin fee / account holder | $1,008 | $8,424-88.0% | $7,391-86.4% | $13,402-92.5% |