Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,964 | $44,850-26.5% | $60,547-45.6% | $59,633-44.7% |
| Participation rate | 51.0% | 59.5%-8.5pp | 68.0%-16.9pp | 68.7%-17.7pp |
| Annual return | -0.91% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $391 | $1,462-73.2% | $2,419-83.8% | $2,203-82.2% |
| Participant deferral / active EE | $1,566 | $2,230-29.8% | $3,328-52.9% | $3,192-50.9% |
| Admin fee / account holder | $2,937 | $3,635-19.2% | $4,536-35.2% | $4,297-31.6% |