Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,464 | $58,258-76.9% | $81,820-83.5% | $80,925-83.4% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 13.22% | 41.76%-28.5pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $655 | $2,345-72.1% | $2,915-77.5% | $2,756-76.2% |
| Participant deferral / active EE | $1,576 | $3,284-52.0% | $4,323-63.5% | $4,299-63.3% |
| Admin fee / account holder | $882 | $4,976-82.3% | $7,391-88.1% | $6,940-87.3% |