Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,056 | $55,437-72.8% | $155,534-90.3% | $74,459-79.8% |
| Participation rate | 56.0% | 61.9%-5.9pp | 78.2%-22.2pp | 67.2%-11.3pp |
| Annual return | 23.58% | 269.58%-246.0pp | 64.92%-41.3pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,677 | $2,837-40.9% | $5,630-70.2% | $4,350-61.4% |
| Admin fee / account holder | $760 | $1,742-56.4% | $15,900-95.2% | $1,945-60.9% |