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 | $14,638 | $27,936-47.6% | $58,561-75.0% | $75,173-80.5% |
| Participation rate | 38.6% | 38.8%-0.2pp | 50.9%-12.2pp | 67.2%-28.6pp |
| Annual return | 98.81% | 44.21%+54.6pp | 4251.33%-4152.5pp | 160.72%-61.9pp |
| Employer contribution / active EE | $448 | $670-33.1% | $1,053-57.5% | $2,671-83.2% |
| Participant deferral / active EE | $1,773 | $1,202+47.5% | $1,923-7.8% | $4,126-57.0% |
| Admin fee / account holder | $761 | $1,727-55.9% | $2,520-69.8% | $5,651-86.5% |