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 | $69,708-65.5% | $67,560-64.4% | $74,478-67.7% |
| Participation rate | 59.1% | 71.4%-12.4pp | 72.9%-13.9pp | 67.2%-8.2pp |
| Annual return | 27.93% | -40.67%+68.6pp | 3533.50%-3505.6pp | 1370.56%-1342.6pp |
| Employer contribution / active EE | $1,557 | $2,715-42.6% | $2,737-43.1% | $2,626-40.7% |
| Participant deferral / active EE | $2,047 | $3,637-43.7% | $4,004-48.9% | $4,350-52.9% |
| Admin fee / account holder | $2,069 | $887+133.2% | $3,994-48.2% | $1,946+6.3% |