Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,676 | $136,214-91.4% | $98,775-88.2% | $167,536-93.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 65.7%-65.7pp | 82.1%-82.1pp |
| Annual return | 11.11% | 67.53%-56.4pp | 49.92%-38.8pp | 478.82%-467.7pp |
| Employer contribution / active EE | $677 | $2,631-74.3% | $2,067-67.3% | $4,839-86.0% |
| Participant deferral / active EE | $1,123 | $3,716-69.8% | $3,035-63.0% | $6,342-82.3% |
| Admin fee / account holder | $3,052 | $5,031-39.3% | $4,076-25.1% | $12,315-75.2% |