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 | $24,991 | $28,624-12.7% | $53,647-53.4% | $82,637-69.8% |
| Participation rate | 38.9% | 47.3%-8.4pp | 56.3%-17.4pp | 68.1%-29.2pp |
| Annual return | 19.91% | 664.98%-645.1pp | 358.33%-338.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $956 | $637+50.2% | $962-0.6% | $2,552-62.5% |
| Participant deferral / active EE | $1,698 | $1,196+42.0% | $1,813-6.4% | $4,126-58.8% |
| Admin fee / account holder | $1,768 | $2,022-12.6% | $2,460-28.1% | $7,339-75.9% |