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 | $4,560 | $27,936-83.7% | $58,561-92.2% | $75,173-93.9% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 44.98% | 44.21%+0.8pp | 4251.33%-4206.4pp | 160.72%-115.7pp |
| Employer contribution / active EE | $412 | $670-38.5% | $1,053-60.9% | $2,671-84.6% |
| Participant deferral / active EE | $564 | $1,202-53.1% | $1,923-70.7% | $4,126-86.3% |
| Admin fee / account holder | $672 | $1,727-61.1% | $2,520-73.3% | $5,651-88.1% |