Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,956 | $166,242-86.8% | $165,071-86.7% | $145,884-84.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.57% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,193 | $5,283-77.4% | $4,347-72.6% | $4,662-74.4% |
| Participant deferral / active EE | $2,386 | $6,964-65.7% | $6,035-60.5% | $6,690-64.3% |
| Admin fee / account holder | $3,375 | $16,658-79.7% | $12,695-73.4% | $13,392-74.8% |