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 | $23,885 | $81,763-70.8% | $58,561-59.2% | $139,466-82.9% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 15.18% | 7427.77%-7412.6pp | 4251.33%-4236.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $476 | $1,398-65.9% | $1,053-54.8% | $4,754-90.0% |
| Participant deferral / active EE | $1,510 | $2,555-40.9% | $1,923-21.5% | $6,712-77.5% |
| Admin fee / account holder | $666 | $3,273-79.6% | $2,520-73.6% | $11,409-94.2% |