Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,031 | $69,745-65.5% | $67,511-64.4% | $74,546-67.8% |
| Participation rate | 59.1% | 71.3%-12.3pp | 72.9%-13.8pp | 67.2%-8.2pp |
| Annual return | 27.93% | -40.37%+68.3pp | 3517.41%-3489.5pp | 1366.03%-1338.1pp |
| Employer contribution / active EE | $1,557 | $2,705-42.4% | $2,733-43.0% | $2,624-40.7% |
| Participant deferral / active EE | $2,047 | $3,636-43.7% | $4,000-48.8% | $4,347-52.9% |
| Admin fee / account holder | $2,069 | $894+131.4% | $3,999-48.3% | $1,944+6.5% |